We have some exciting changes coming to our office that we want to share with you.
The first thing you may notice is that we are changing our email addresses.
As you can see above and right here, are our new contact emails:
Jodi Dark
jodi@financialbydesign.com
Michelle Currie
michelle@financialbydesign.com
Bonnie McPhail
bonnie@financialbydesign.com
This is the time of year when we have many calls from clients asking when they can expect their investment receipts.
Read MoreNow that we are deep into our emergency COVID lockdown you may find this link useful if your employer is requiring that you work from home.
Read MoreThe TFSA new contribution limit for 2021 has been officially released. That limit is $6,000, matching the amount set in 2019 and 2020.
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Merry Christmas - From all of us to all of you
Read MoreThis week we continue expanding your knowledge on the types of business you may choose to operate.
𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 – a business that you start with someone else. Could be a friend, a spouse or life partner, or someone you just met, and you have a great business idea together.
During these last few months, we’ve noticed that some of our clients have been looking into alternative business opportunities or side hustles as we like to call them.
Read MoreDigital / Electronic Signature is NOW an Option for you.
How can I set this up?
If you are interested in this option the next time you need to complete a transaction, please let us know.
If you have registered online for Client Portal, you are already over halfway there.
Do I have to register for Client Portal?
No, you do not. This process can be done through your email.
Read MoreEFT- Yes this is Available!!!
First of all what is an EFT.
Electronic funds transfer (EFT) represents the process of money transfer from one bank account to another usually through an electronic system (computer with access to internet) without any involvement of bank managers. You can use abbreviation EFT when you speak about several payment systems….
Read More to see How You can Get Started Today!
Read MoreWith everything that is happening in the world, now is a good time to step back and think about where we are and where we might be going. There is a tremendous amount of information available. But what’s missing is a framework for that information that would help clarify the big picture. ..
Read MoreJanuary 26th is National Spouses Day
Read MoreLooking Back
Sometimes when the world feels like it's going a little crazy, it's good to look back and see how far we've come…..
Read MoreCardiac arrest can strike anytime, without warning. By acting fast you could save a life.
Our office just completed a Heart and Stroke CPR course!
Read MoreLearn to save a life!
Read MoreWe love what we do and we love to make the complicated easy to understand.
I get A LOT of questions regarding types of investment plans. People will come in to see us for the first time, we will be chatting about things like their investment experience and investments they currently own and inevitable this is how it goes:
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