Young Financial Group

At Young Financial Group, we believe in educating and empowering our clients on their journey to .

When was the last time that you reviewed your investment and insurance planning?

Contact us today for more information on how we can help!

We’ve been busy making sure that all of our clients have maximized their RRSP contributions before the deadline on March 1st!

➡️ Are you familiar with the benefits of an RRSP?

➡️ Do you know how much contribution room you have available?

➡️ Did you know that you can carry forward RRSP contributions to deduct in future years, while your contribution grows tax-deferred?

➡️ Have you selected appropriate investments to hold in your RRSP?

It’s not too late to make an RRSP contribution to deduct against your 2020 income!

Your future self will thank you 💸

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Being diagnosed with a critical illness isn’t something that anyone wishes to have happen to them, or one of their loved ones.

You can’t predict the future, but you can prepare for it. Securing the right insurance now, while you’re healthy, is one way to cover some of the unexpected expenses that could arise as a result of a critical illness.  

Thankfully, more people are recovering from critical illnesses and living longer lives, making it more important than ever to have the right protection in place.

Contact us if you are interested in learning more about living benefits!

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Congratulations, you’re getting married! ✨

Have you talked to your partner about how to share and manage your money?

Your marriage is a financial partnership, as well as a life partnership. Discuss and agree on what works best for you as a couple, and stay flexible as your situation and needs change.

Do you and your partner have questions on how best to financially plan for your future?

Contact us today to set yourselves up for success with open, early and frequent conversation about achieving your financial goals!

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