SG Wealth Wisdom January 2024

Hello!

January marked a significant milestone for me as I launched my podcast, "SIMple Wealth Wisdom." As a financial planner and advisor, my goal is to help busy professionals and business owners grow their retained earnings tax-free, pass more wealth to the next generation, and protect their families & the podcast helps me do so.

In addition to launching the podcast, I attended the Manulife Elite Forum. This event was an incredible opportunity to network with industry leaders and gain insights that will further benefit my clients.

The launch and the forum are just the beginning, and I’m excited to continue providing valuable advice throughout the year.

Warm regards,

Whole Life Insurance for Business Owners in Canada

Business owners should know that whole life insurance benefits employees, their families, and the business. These tiers of satisfaction and emotional care lead to a stronger work ethic and easier recovery, and they are usually less expensive than most business owners believe.

In this episode, I talk to Rosemary Connolly of RBC Dominion Securities to discuss Investments. We discuss in detail, the investment options for self-employed professionals and business owners, what to consider when you go to see a wealth investment professional or a wealth advisor, importance of having a financial plan among many other topics.

WATCH FULL PODCAST EPISODE