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We believe your financial advisor should be able to provide seamless financial planning across investments, insurance, employer AND government benefits.
Investors who work with a financial advisor increase 270% higher than those who did not. When using a financial advisor for 15+years, that number increases to 390%.*
Of the Canadians who work with a financial advisor, 80% of investors were able to achieve better savings and financial habits.*
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Not only wealthy Canadians work with financial advisors. In the study, most started working with a financial advisor with less than $25,000 in investable assets.*
*Source: The Gamma Factor and the Value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016
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Being a business owner requires wearing many hats to keep your business thriving - we personally understand. Hire Wealth Labs as your all-in-one stop.
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Building a solid foundation through developing strong financial behaviour
Maximizing personal finances for one can be complicated - even more so with two. We can help!
With kids, we look back and wonder what we did with all of our free time. Work with us to save you time talking to one person, helping you achieve your goals, and better your financial future.
With kids, we look back and wonder what we did with all of our free time. Work with us to save you time talking to one person, helping you achieve your goals, and better your financial future.
You have worked your whole life and now it is time to enjoy! Let’s work together to maximize your retirement by maximizing your retirement income.
Life insurance... how does it work? What’s the difference between my coverage at work vs. mortgage insurance vs. personal insurance policies? We have all your answers with pictures included (for all you visual learners)!
We compare RESPs to Scholarship Plans. Spoiler alert, one is much better than the other!
RRSP contribution deadline is March 1st, 2021. Today we visit the exciting world of RRSPs in celebration of RRSP season.
*The following information is for informational purposes only and should not be directly applied to your financial situation without speaking to your Financial Advisor First.
Mortgages are facilitated by BRX Mortgages, FSRA 13463. All mortgage business completed by Benjamin Zavitz, Mortgage Agent Level, license M21001768, under brokerage BRX Mortgages. Wealth Labs Inc. is not associated with the mortgages. Wealth Labs Inc. is also licensed by FSRA as a Life and Accident & Sickness Corporate Agency, license number 40722M.
