Wealth Basics

We all make money decisions, but some have a much bigger impact than others.

Using your RRSP or emergency fund to pay for a lifestyle purchase might solve a short-term problem, but it could cost you much more in the long run. Your savings are there to protect your future, not finance today’s wants.

Before you dip into your long-term savings, ask yourself: Is there another way?

💻 Visit wealthbasics.ca to book a consultation and create a plan that works for today and tomorrow.

If you recall the story of the young Canadian whose travel insurance claim was denied, you’ll want to read this.

Before purchasing travel insurance, make sure you understand how pre-existing medical condition exclusions and stability periods may affect your coverage. A little knowledge now can help you avoid surprises when you need coverage most.

Read more here:
https://wealthbasics.ca/pre-existing-condition-exclusion-on-your-insurance-policy/

A fantastic day spent at Mackenzie’s Women in Wealth event.
Heard from the best in practice management on how to maximize value for diverse clients, from Gen Z to baby boomers, while finding efficiencies through AI in the world of financial advice.
Uncovered new value investing opportunities for clients looking to diversify from Mag 7, and of course insightful conversations with advisors from across Canada, sharing experiences and best practices.
futureofadvice Leadership WomenInFinance