Disha Soni - Independent Financial Security Advisor

Disha Soni - Independent Financial Security Advisor

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Welcome! You are invited to join a webinar: Beyond RESP. After registering, you will receive a confirmation email about joining the webinar. 10/08/2025

You're a parent and you've started a Registered Education Savings Plan (RESP) for your baby.

That's a great first step! But for many parents, the questions don't stop there:

- What if my child doesn't go to university?
- What if I hit the maximum contribution limit?
- How can I save for non-education goals like a first car or a wedding?

In this special Lunch 'n Learn session, I will go over one of the most frequently asked questions parents have: What other options are available for their children beyond RESPs?

Join us to learn the strategic next steps in securing a comprehensive financial foundation for your child's future, no matter what path they choose.

All sessions are recorded. Registration is required to receive the recording by email.

Registration link:
https://us02web.zoom.us/.../reg.../WN_9-zXc2O7TDWiTqJ5mkTwWg

Welcome! You are invited to join a webinar: Beyond RESP. After registering, you will receive a confirmation email about joining the webinar. You're a parent and you've started a Registered Education Savings Plan (RESP) for your baby. That's a great first step! But for many parents, the questions don't stop there: - What if my child doesn't go to university? - What if I hit the maximum contribution limit? - How can I save for non-educatio...

04/24/2025

“Should I put money into my RRSP… or not?”

That’s a question I hear all the time.

If you’ve ever:

• Hesitated to join your employer’s RRSP match

• Wondered if RRSP is really better than TFSA

• Worried how it affects your tax bill now and later

If these questions have been sitting in the back of your mind, today's webinar episode of 𝗧𝗵𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗛𝗼𝘂𝗿 – 𝘄𝗶𝘁𝗵 𝗗𝗶𝘀𝗵𝗮 is for you.

I’ll be breaking down:

- The power of RRSPs (and why they’re so hyped)

- How to choose between different types of registered accounts

- The real impact RRSPs have on your future income and government benefits

- Who should and shouldn’t prioritize RRSPs

RRSPs are not one-size-fits-all. And making the wrong choice can cost you more than just a tax refund.

Whether you're a salaried professional or running your own business — this episode will give you the clarity to make smarter money moves.

Join me today – don't leave your RRSP strategy to guesswork!
https://us02web.zoom.us/webinar/register/WN_EFGTNzFPRSSGwod61oz9NQ

02/06/2025

I recently heard an interview with a fitness coach.

When clients skip workouts or fall off track, her response is simple:

"𝘠𝘰𝘶 𝘴𝘬𝘪𝘱𝘱𝘦𝘥 𝘢 𝘸𝘩𝘰𝘭𝘦 𝘸𝘦𝘦𝘬 𝘢𝘵 𝘵𝘩𝘦 𝘨𝘺𝘮? 𝘖𝘧 𝘤𝘰𝘶𝘳𝘴𝘦 𝘺𝘰𝘶 𝘥𝘪𝘥.

𝘓𝘐𝘍𝘌 𝘐𝘚 𝘉𝘜𝘚𝘠.

𝘕𝘰𝘸, 𝘭𝘦𝘵’𝘴 𝘧𝘪𝘨𝘶𝘳𝘦 𝘰𝘶𝘵 𝘩𝘰𝘸 𝘵𝘰 𝘢𝘥𝘫𝘶𝘴𝘵 𝘺𝘰𝘶𝘳 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘴𝘰 𝘪𝘵 𝘸𝘰𝘳𝘬𝘴 𝘣𝘦𝘵𝘵𝘦𝘳 𝘧𝘰𝘳 𝘺𝘰𝘶."

It made me think of a similar conversation with a financial advisor:

"𝘠𝘰𝘶 𝘰𝘷𝘦𝘳𝘴𝘱𝘦𝘯𝘵 𝘵𝘩𝘪𝘴 𝘮𝘰𝘯𝘵𝘩 𝘢𝘯𝘥 𝘥𝘪𝘥𝘯'𝘵 𝘴𝘢𝘷𝘦 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘱𝘭𝘢𝘯𝘯𝘦𝘥? 𝘖𝘧 𝘤𝘰𝘶𝘳𝘴𝘦 𝘺𝘰𝘶 𝘥𝘪𝘥.

𝘚𝘗𝘌𝘕𝘋𝘐𝘕𝘎 𝘐𝘚 𝘌𝘈𝘚𝘠, 𝘈𝘕𝘋 𝘓𝘐𝘍𝘌 𝘛𝘏𝘙𝘖𝘞𝘚 𝘊𝘜𝘙𝘝𝘌𝘉𝘈𝘓𝘓𝘚.

𝘕𝘰𝘸, 𝘭𝘦𝘵’𝘴 𝘴𝘦𝘵 𝘶𝘱 𝘢 𝘴𝘺𝘴𝘵𝘦𝘮 𝘵𝘩𝘢𝘵 𝘸𝘰𝘳𝘬𝘴 𝘦𝘷𝘦𝘯 𝘸𝘩𝘦𝘯 𝘭𝘪𝘧𝘦 𝘨𝘦𝘵𝘴 𝘮𝘦𝘴𝘴𝘺."

No judgment. No guilt. Just learning and moving forward. Because slip-ups aren’t failures—they’re opportunities to make things better.

01/28/2025

Are you tired of nodding along & pretending to understand complex financial jargon while secretly feeling lost?

Imagine starting each day with a new financial term that actually makes sense. No more awkward moments of uncertainty when someone drops words like "derivatives," "hedging," or "bull market" into conversation.

My first exciting project of 2025 is here, and it's designed to transform financial confusion into crystal-clear comprehension.

Get ready for 𝗙𝗶𝗻𝗪𝗼𝗿𝗱 - the game-changing daily newsletter that's about to demystify the financial world, 𝗢𝗻𝗲 𝘄𝗼𝗿𝗱 𝗮𝘁 𝗮 𝘁𝗶𝗺𝗲!

Whether you're a seasoned professional or just starting your financial journey, FinWord will break down those intimidating terms into bite-sized, easy-to-understand explanations.

👉 How to join? Simple!

Check out the signup link in my bio

OR drop a comment saying "FinWord"

Don't miss out on becoming the most financially articulate person in the room. Knowledge is power, and FinWord is your secret weapon! 💪

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