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Tag Archives: wealth management

Why Do I Need a Financial Fitness Checkup?

January 21, 2025 – 1:48 pm

Have peace of mind knowing that you have a financial plan in place.

By Matt Worobec | Posted in Financial Literacy, Personal Finance | Also tagged , , , , , , , | Comments Off on Why Do I Need a Financial Fitness Checkup?

November is Financial Literacy Month – 10 Years of Taking Control

October 30, 2020 – 9:33 pm

An initiative started that seeks to improve Canadians’ financial literacy.

By Matt Worobec | Posted in News, Personal Finance | Also tagged , , , , | Comments Off on November is Financial Literacy Month – 10 Years of Taking Control

Rhonda Oakden, CHS, QAFP™ – New Manager of Financial Planning

October 20, 2020 – 4:06 pm

Community and Collaboration: Committed to Finding Individualized Advice for our members

By Matt Worobec | Posted in News, Personal Finance | Also tagged , , , | Comments Off on Rhonda Oakden, CHS, QAFP™ – New Manager of Financial Planning