Sheryl Saari - Senior Wealth Advisor

04/25/2023

https://my.planswell.com/discovery/pw-sheryl

03/31/2023

Let's talk about wills and why women should talk about them and estate planning.

Women face different realities when it comes to estate planning. Wrapping up estates and managing financials can be stressful if we don't have those conversations to become more familiar with what your loved ones want.

By taking care of your estate planning needs, you can not only check off an important financial to-do but give yourself peace of mind knowing that your loved ones are taken care of.

This International Women’s Month, we’re shining a spotlight on why women should make will-related convos a priority – even if they can feel overwhelming at times.

03/30/2023

Is there a magic number?

I often have this conversation, and it varies for every one.

There is a common practice for everyone, however, and that is careful planning, review and more planning. A plan that was in place 20 years ago would have been under different circumstances. Ideas, goals, plans may have changed, and your plan should reflect that.

https://www.moneysense.ca/columns/retired-money/how-much-money-do-you-need-to-retire-in-canada

Let's discuss your plan and vision.

While $1.7 million is a big number, it’s possible to retire in Canada on that amount, if you start an RRSP early in life and contribute to it every year.

03/28/2023

It's been a busy year. What did you redeem for, using the AIR MILES® Reward Miles™ you got with us? Share it below!

*As of November 30, 2022.
**As of December 1, 2022.

®™Trademarks of AM Royalties Limited Partnership used under license by LoyaltyOne, Co. and [Enter your Business Legal Name].

03/13/2023

Last week, we celebrated women for International Women’s Day on March 8th. This month is important to me as it’s well known that women make up a large portion of the world’s wealth, and this continues to grow.

Education and conversation is a huge part of why I love what I do, and how we work together. Understanding how short-term and long term financial goals are defined vary for every person, and having those regular conversations is a part of our planning process.

https://www.investmentexecutive.com/inside-track_/mary-hagerman/dont-underestimate-female-investors/?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiAxMjM5LCAiZ3JvdXBfaWQiOiA3MTM0MTgsICJhc3NldF9pZCI6IDE3MDQzOTYsICJncm91cF9jb250ZW50X2lkIjogMTEyMDYwNDg1LCAiZ3JvdXBfbmV0d29ya19jb250ZW50X2lkIjogMTc2MDk0ODEyfQ%3D%3D

Opinion: Women know more about investing than they think, writes Mary Hagerman

03/10/2023

I am proud to show how far we have come in the last 2 years Outlook Wealth. With our values and client vision in mind, we are continually evolving to meet your needs as our clients.

We offer digital cybersecurity with SideDrawer - a must in this digital age. We provide full access to a variety of providers to maximize your choices, and we exclusively offer The Laptop & WiFi Lifestyle Reward Program.

03/08/2023

Let's celebrate together International Women's Day. I cannot say enough how grateful that I am to work with a team of talented, passionate women.

Inspired by their work, both at the office and in their personal lives, we are surrounded by one amazing team!

03/06/2023

Wealth management and financial planning is as unique as you are. Cookie-cutter approaches won’t work in favour of your goals.

Planning meetings are essential to the NOW mission, so that we can get to know you and your vision on a personal level.

Working together is an important step on the path to help you feel confident about your future.
https://calendly.com/sheryl-saari