“What’s really important to you?" - Money Monday with Shawna McCrea of Balance Financial

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Is your Will and POA up to date?" - Money Monday with Shawna McCrea of Balance Financial

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialPlanning #OnTrack #CashWealthRiskLegacy #BalanceFinancial

“Retirement conversations with your Spouse" - Money Monday with Shawna McCrea of Balance Financial

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

May BalAnce Well-Being PANEL “Answering your Well-Being Questions"  

“What about OAS & GIS?” - Money Monday with Shawna McCrea of Balance Financial

https://www.canada.ca/en/services/benefits/publicpensions.html

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

“What is your personalized CPP? ” - Money Monday with Shawna McCrea of Balance Financial

My Service Canada Account (MSCA) to find your personalized CPP

https://www.canada.ca/en/employment-social-development/services/my-account.html

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

Well-Being Talks at the Rotary Centre for the Arts with Dale Choquette of Dale Choquette “A Family Affair” Dale is Master Trainer and Consultant in the model of human behavior. She shows businesses how to decode their team’s DNA to get teams to play nicely in the sandbox together. While most of her clients are managers, the model she uses works not only in business but for parents wanting to understand and connect better with their kids or teens. Today she’s going to share some insight and tips to help you figure you how to your own children. https://www.dalechoquette.com 

#BalAnceWellBeing #RCAWW #BalAnceMembersinAction #creatingyourbestlife

“There are no bad $ ?s” - Money Monday with Shawna McCrea of Balance Financial

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

BalAnce Well-Being PANEL Apr 2021

“Answering your Well-Being Questions" 

Sherry Lukey of Sherry Lukey Trauma and EFT Specialist

Alisa Farr of Flourish Sound + Wellness Inc.

Barbara Wellborn of Wellborn Bodyworks

HELPING YOU CREATE YOUR BEST LIVES

#BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

“Mortgage vs Term Insurance?” - Money Monday with Shawna McCrea

Helping YOU Navigate a Financially Successful Life

First initial consultation is COMPLIMENTARY

https://balancefinancial.net

#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial