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Tuesday, March 12, 2024

Morning Walk With Molly

Posted at 10:05 AM

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Monday, March 11, 2024

Tax Season is a good time for a Financial Review.
Accepting New Clients
Learn more here: https://tinyurl.com/msmithefg
#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp #rrif #tfsa #fhsa #resp #rdsp #keyperson #angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland... more

Posted at 11:57 AM

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Sunday, March 10, 2024

Did you Spring Forward?

Posted at 08:20 AM

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Friday, March 8, 2024

Tax Season is a good time for a Financial Review.

How do I save?
How much do I save?
When do I start saving?

Learn more here: https://tinyurl.com/msmithefg

#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp #rrif #tfsa #fhsa #resp #rdsp #keyperson #angus #barrie #borden #brechin... more

Posted at 04:52 AM

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Wednesday, March 6, 2024

Tax Season is a good time for a Financial Review.
Whether an Individual, Family or Business.
There are questions we all need to be asking ourselves. Such as:
If I became partially disabled would I still work?
If anything happened to me would I want my Family to be worse off, better off, or about the same?
What would happen to my Business if I lost my best person?
How can I get my retirement plan back on track? Or even started?
Providing Solutions for Taxes and Aging.
Learn more here:... more

Posted at 08:14 PM

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Monday, March 4, 2024

Tax Season is a good time for a Financial Review.
Whether an Individual, Family or Business.
There are questions we all need to be asking ourselves. Such as:
If I became partially disabled would I still work?
If anything happened to me would I want my Family to be worse off, better off, or about the same?
What would happen to my Business if I lost my best person?
What's your need?
Providing Solutions for Taxes and Aging.
What's your most important concern?
Learn more here:... more

Posted at 06:57 AM

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Sunday, March 3, 2024

RRSP Season is now over. We are now into Tax Season. It's a good time for a Financial Review. There are questions we all need to be asking ourselves about the following: Life Insurance (right amount right coverage?) Critical Illness Insurance (coverage for heart attacks / cancers /stroke) Disability Coverage (if you were partially disabled would you still work?) Education Plans (sending your kids / grandchildren to school) and for the self employed Business Overhead Expenses. What's your need? Providing Solutions for Taxes and... more

Posted at 07:45 AM

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Friday, March 1, 2024

RRSP Season is now over. We are now into Tax Season. It's a good time for a Financial Review. There are questions we all need to be asking ourselves about the following: Life Insurance (right amount right coverage?) Critical Illness Insurance (coverage for heart attacks / cancers /stroke) Disability Coverage (if you were partially disabled would you still work?) Education Plans (sending your kids / grandchildren to school) and for the self employed Business Overhead Expenses. What's your need? Providing Solutions for Taxes and... more

Posted at 05:39 AM

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Thursday, February 22, 2024

Secure tomorrow's dreams today! Don't miss out on maximizing your contributions! The RRSP deadline for the 2023 tax year is February 29, 2024. Only a few days left to make the most of your investments. Act now! #RRSP #ContributionsDeadline #ExperiorFinancialGroup #angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland #newtecumseth #ontario #orostation #penetanguishene #portsevern #simcoecounty #stayner #wasagabeach #washago #waubaushene... more

Posted at 08:25 AM

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Thursday, February 15, 2024

Today is Thursday 15 February 2024. RRSP Season is coming to a close. Tax Season is about to start. Which means it's a good time for a Financial Review. Click the link for a confidential questionnaire to get started. Open to Ontario residents only. https://forms.gle/JTkW45ybhPsocZdLA

Posted at 10:38 AM