Meal planning on a budget
Jul 15, 2021 - Canada Life
With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...Read more
Three strategies for comfortable investing
Jul 01, 2021 - Canada Life
Asset mixes shift to a more conservative approach when people near retirement...Read more
Financial Security Advisor
I started my career in Finance in 2015, prior to that I built and ran several successful businesses, including a financial consulting company. In 2019 I started my current practice and haven't looked back. I am blessed to be in a position where I can make a difference in the lives of many people. I'm passionate about financial literacy, it's an incredible tool that empowers and changes lives, I've seen this personally.
I create custom financial security plans for my clients that protects their present and secures their future. Let's work together and make your dreams reality!
I love learning about other cultures, I'm a big sports fan (Raptors, Jays and The Leafs). I enjoy literature, anything science related? I can talk for hours. I look forward to learning a lot more about you.
Thanks for stopping by!
Contact me today to learn more
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Planning Your Estate in COVID-19
Apr 28, 2021 07:00 PM Eastern Daylight Time - Apr 28, 2021 07:45 PM Eastern Daylight Time
Estate Planning is the foundation of a successful financial plan and is often misunderstood or underused, it's vital to your success to have a plan for emergencies. This is especially important right now, it is an unprecedented time with a lot of change and worry.
Is your family protected from the risks of COVID-19? What would happen in a medical emergency? Are you comfortable with how you would deal with either situation?
We understand, it can be really overwhelming.
Please join Marlenne Doss and Joel Anglin as they take that complicated world and make it simple. Planning for yourself and your family does not have to be challenging, in fact it's as comfortable as reading this sentence.
We Will Cover:
1.Different tax reduction strategies.
2.Planning during COVID-19 and keeping your finances safe.
3.How to keep more of your money out of government hands.
4.And Much More!
Get the information you need, so you can make confident decisions.
Let's get started!
My Upcoming Campaign
Apr 01, 2021 10:05 AM Eastern Daylight Time - Apr 02, 2021 12:00 AM Eastern Daylight Time
5520 Explorer Drive Suite 400, Mississauga, Ontario
Please visit my upcoming campaign as we will be discussing some of the major things happening within the Financial industry!