Have you ever noticed that as we move through life’s stages, our busy schedules can become overwhelming? Whether you are building a career, growing a business, caring for a family, preparing for retirement or planning you legacy, life gets very busy, very quickly. Because of this, you probably don’t have the time to investigate and understand the options that are available to you as you struggle to create and maintain your financial plan. This could result in you feeling as you are losing out because you are unable to harness the opportunities that lay before you.
Our goal is to help you through these stages. With the support of Investors Group's regional team of insurance, lending and investment planning specialists, I seek to pass along the wisdom and techniques I have learned about creating and managing your financial health. Because of my background in education, I take the time to explain your options, listen to your needs and modify your plan to suit your current lifestyle. After all, life is ever changing: your financial plan should be reasonable, adaptive and flexible enough to fit your needs, regardless of your stage in life.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.