Money Maven

Just yesterday I found out one of my oldest friends was diagnosed with cervical cancer @38, 18 months after her husband was diagnosed with terminal cancer. They have life insurance, but no critical illness insurance. They are luckier than most and have been able to rely heavily on their retirement savings. However, they now have no clue as to when/if they'll ever be able to stop working as the extraordinary costs of dealing with cancer have taken their toll. I tried to sit down with them when I started this career 2 years ago, and they told me they had an advisor who they've worked with for years, and assured me they had their "ducks in a row". I urge you to take this seriously, when you're healthy and young.

~Elizabeth was a single mom with no life insurance - leaving her children exposed to devastation if she didn't come home one day. She had no regular saving habits, just kept money in her chequing account. She did not understand the taxation laws regarding RRSPs, wasn't educated on the best places to save her money, and had no idea how to create a plan. One of our advisors sat down with her and educated her. She attended a Corporate Open House and moved forward with a plan encompassing life & critical illness insurance, a funeral & concierge package and diversified savings to cover her short and long term savings needs. Her financial house was given foundation, and she was given peace of mind that she was on the right path for a successful future. If you know anyone who might need this same guidance, we are happy to help.
(~Name has been changed to protect identity and confidentiality)