Lifestages Wealth Management Inc.

02/23/2024

Neat calculator

Try this simple calculator to see how you can significantly enhance your short and long-term RRSP savings.

10/30/2023

It's been 10 years today that I began a venture ... Lifestages Wealth Management Inc. The road hasn't always been smooth but goals are always attainable if you make client satisfaction your priority. I want to thank all those that have placed your trust in me. My passion for the financial services industry and appreciation to those who support me continues to grow.

11/24/2022

Here is the latest on the new tax free First Home Savings Account. Worth the read for those considering a new home purchase in the future. Please feel free to reach out with any questions.

Rules governing new tax-free home savings account to be effective April 1, 2023

11/05/2022

It pays to be patient.

11/03/2022

Equity markets are probably one of the only things "on sale" right now. Volatility creates nervous investors, but for those who hold, the payoff is worth the wait. Feel free to reach out to me with any questions.

Why invest in the equity markets? Day-to-day volatility can be unsettling to watch. Corrections happen, but they don’t last forever. This short video gives you an overview of corrections in equity markets, and compares the upturns to the downturns.

09/20/2022

Great savings tool for first time home buyers. It can also be used in conjunction with the Home Buyers Plan.

Proactively share these details with clients

09/13/2022

Many have life insurance but are unaware if its meeting their current and future protection needs.
If you have questions or want to discuss your insurance policy please feel free to reachout.

08/23/2022

First time home buyers have another tool to help save for that first home purchase. If you would like to discuss how this, along with your eligibility under the Home Buyers Plan (RSP) can help, please feel free to contact me for assistance.

The Tax-Free First Home Savings Account offers a high degree of flexibility for prospective homebuyers

08/23/2022

You know how important life insurance is, but do you know about the many advantages of term insurance and how it can help you and your family maintain peace of mind and security today and into the future? Watch this video today to learn more about term insurance.

08/04/2022

Saving is a key to long term financial goals. Do I save now or later? What if i increased my savings over time? If you would like to discuss please reach out to discuss.

Do you know the long-term impact of increasing your regular saving by a few extra dollars? Calculate it!

07/20/2022

The benefits of personally owned life insurance over creditor insurance for the most part are not well known or understood.
If you have insurance on a loan or a mortgage you are much better off holding this personally and not through your lender.

Do you own your own home? Do you wonder how you would continue to pay your mortgage during difficult times? Watch this video and find out how personal insurance can bring you the mortgage protection and peace of mind you need in the event of illness, disability or even death.

07/15/2022

There is some good in all the volatility we are experiencing the markets today. If you have questions please feel free to reach out to me.

Q2 results showed some surprising results amidst all the economic and market uncertainty