Financial planning tips to get you set up with the right mortgage
Apr 24, 2021 03:00 PM - 04:00 PM Eastern Daylight Time
Ingrid & Megha examine what it takes to prepare for what is most likely your biggest asset and debt in your lifetime.
About this Event
Buying your dream home doesn't have to be a stressful experience.
* What are the do's and don'ts?
* Where do you start?
* Does having a larger down-payment make a difference?
*How does a budget help? Are there smarter ways to save?
Ingrid Wolf from Dominion Lending is an experienced Mortgage professional who will share important tips to consider even before you begin the process of saving for your down payment.
Megha Murphy Irlapaty is a financial security advisor who guides clients on the best way to save for their down payment using budgeting tips and realistic time lines.
Bring your questions to the webinar and gather the information you need to get you started on the path to owning your home.
Tea & Talk with Usha & Megha
Jan 16, 2021 03:30 PM - 04:30 PM Eastern Standard Time
1 City Center Dr. , Mississauga, Ontario
Join Usha & Megha for a Virtual Tea & Talk session as we explore investment strategies using RRSP and TFSA.
Which works best for you? And does it have to be one or the other? Bring your questions and join us in a virtual session where we will shed light on these questions and more.
Join us 3:30 pm to 4:30 pm on Saturday, January 16th for the session. RSVP by email below!
Financial Security Advisor
something happened to me? What would happen to my child?
What about the home we lived in?
Would my child be able to get a post-secondary education?
What if I couldn’t work or became critically ill?
What if my mortgages aren’t paid off and I'm forced to retire?
I had to face these questions and a whole lot more.
I came to Canada (in my early 30s) with a lot of hope. I was eager to learn about opportunities in this wonderful land. While keeping up with work and settling down in a new country, I went through the experience of a marriage breakdown and raising a child alone.
Necessities like mortgage and utilities had to be balanced while celebrating the special occasions with treats. A single income only goes so far. I learned how to squirrel away for a rainy day. I observed other family members and friends struggling with the same challenges.
The answers to all my 'what ifs' came as I learned how to prioritize and plan carefully, building new habits. Now I have found my space and a certain measure of financial comfort.
What I bring to the table:
Having been there and done that, I understand the uniqueness of each situation and need. I have understood there is no “one-size-fits-all” solution to financial planning. That's why I connect with people and form relationships, beginning with trust and empathy.
I simplify the financial security planning process and share my knowledge to help you achieve financial well-being. I understand that financial health is not just a numbers game – it involves emotion, life experiences, hope, dreams and aspirations and a lot more.
We’re in this together:
We’ll brainstorm together to design a plan that’s ideal for you and your family, making sure you’re covered, in every way.
Let’s make those dreams happen, even if life takes those unexpected twists and turns that we can’t control. Our recent experience with a pandemic that blindsided all of us, is proof enough, that life doesn’t go always as planned.
Let me help you chalk out your priorities and discuss what matters to you. Let’s make every dollar count.
I am committed to make it work. Are you on board? Contact me through the form on this site and let's get started.
Do you need individual health insurance?
Apr 01, 2021 - Freedom 55 Financial
Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....Read more
Focusing on personal investments is crucial for small business owners
Mar 27, 2021 - Freedom 55 Financial
If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...Read more
How to make an impact with strategic charitable donations
Mar 15, 2021 - Freedom 55 Financial
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...Read more
Share your feedback and encourage me to continue to do good work.