The fundamentals of investing.

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There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠

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Money can't buy you love, and your love won't pay my bills, but we need both! We'll look at some of the traps and tips for making money a great uniter in your crucial relationship, not a divider.

Book an appointment with Brad to learn more: ⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe

How financial security, guaranteed tax-free savings growth, and a tax-free legacy form part of a strong, simple plan that works for life. And it's all available in a single plan that has worked for millions of Canadians, for decades.

Book an appointment with Brad to learn more: ⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠The Simple Plan Community.⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠https://go.getthesimpleplan.com/subscribe

What does Guaranteed Growth look like in the new hybrid investment plan. How does it work, what kinds of returns can you expect.

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There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠The Simple Plan Community.⁠⁠

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Our deep-dive into the new hybrid financial plans and exactly what the Tax Free Growth and Security means. We look at a specific example that families are using today.

Book an appointment with Brad to learn more: ⁠Brad's Online Booking Calendar.⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠The Simple Plan Community.⁠

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Continuing our look at the new Hybrid plan, we look at how Guaranteed Tax-Free Income in Retirement can play a part in your overall planning.

Book an appointment with Brad to learn more: Brad's Online Booking Calendar.

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: The Simple Plan Community.

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: https://go.getthesimpleplan.com/subscribe

For most of us we have a single asset that we rarely think about, that is greater than all our other assets combined.

Book an appointment with Brad to discuss the best options for you: ⁠Brad's Online Booking Calendar.⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠The Simple Plan Community.⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠https://go.getthesimpleplan.com/subscribe⁠

Balanced portfolios have not performed well as the 'steady' Fixed Income (Bond) performance has been dismal for 20 years.

Here's a better performing, more reliable alternative that consistently yields 6% or more, and NEVER goes down in value.

Book an appointment with Brad to learn more: ⁠Brad's Online Booking Calendar.⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠The Simple Plan Community.⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠https://go.getthesimpleplan.com/subscribe⁠

Many Canadians will need Long Term Care in their later years but have not planned on how to pay for it. Long Term Care Insurance has disappeared from the marketplace. How can we save for Long Term Care in a way that assures we'll be able to care for our loved ones (and not be a burden to others)? And without creating another tax liability.

Book an appointment with Brad to discuss your best options: ⁠Brad's Online Booking Calendar.⁠

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The great showdown is here! We unpack this financial truism to find out how we really are better off? Is it Term only, or are there other options that make sense at times?

Book an appointment with Brad to discuss the best options for you: ⁠Brad's Online Booking Calendar.⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.

Would you like to stay connected and receive tips sent