I’m here for you…if you have a change of address, name change, need an appointment or an update to your beneficiaries please contact me and I can process these for you.
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‘The best kind of friendships are fierce lady friendships where you aggressively believe in each other, defend each other, and think the other deserves the world.’
I’m Jodi’s Executive ASSISTANT and I love my job
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Wednesday mornings are typically our “Team Huddle” time. I like to call it that because we approach everything as a team ….
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The 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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Want to Know your REAL values – take a look at your bank transactions!
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Some folks love a good cup of Coffee. Or maybe even an Expresso. Unfortunately, I don’t love the taste of coffee…
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Yes, this is one of many of my actual bookshelves. I am a huge self-improvement kind of girl! Have you heard the saying if you’re not growing, you’re dying? ….
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Merry Christmas - From all of us to all of you
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CE or continuing education credits are points you earn for keeping updated in various areas of all things financial. When you are a Certified Financial Planner like me
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Lessons Learned in Covid
What Covid has taught us is that anything, literally ANY. THING. can happen
"𝘼𝙪𝙙𝙞𝙩𝙨 𝙎𝙪𝙘𝙠"
𝐘𝐞𝐬, they do! Who wants to hear that they’re having an audit? In our industry…
𝐁𝐫𝐚𝐧𝐝𝐢𝐧𝐠
Now that you have your business name and logo it’s time to work on branding.
Your branding makes your company distinctly yours……
𝐋𝐨𝐠𝐨
This is where you may want to start working with an expert.
Colours can evoke emotional responses from people
𝐍𝐨𝐰 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐧𝐚𝐦𝐞 - 𝐍𝐞𝐱𝐭 𝐒𝐭𝐞𝐩𝐬
Once you have settled on a few names for your business don’t forget this important step…is it available?
𝐂𝐡𝐨𝐨𝐬𝐢𝐧𝐠 𝐚 𝐧𝐚𝐦𝐞 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬
.
Now that you have that great business idea, it’s time to pick a name – sometimes the biggest…..