Lead Stories
Light turnout at Healthy Living Session
But we got the message across! For those that wished they could be there but couldn’t, here it is (pdf):
I’m going to aim to run the session again in April. Hope to catch you next time!
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About Me
I am a Certified Financial Planner (CFP) working with families in the Kitchener Waterloo area. I establish lifelong relationships with people who are either retired or are within 15 years of retirement and concerned about preserving their lifestyle and assets and who appreciate working with a professional to guide them towards the next exciting chapter of their lives. I take a family view approach to planning, working with clients, their kids and grandkids to ensure that the entire family unit is taken into account when financial decisions are made. The greatest thanks I get from clients comes in the form of a referral to a family member or friend.
- Mike Leonard
Financial Planning Strategies
You and your adviser have just completed a life insurance policy on you and your ...
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For most people today, financial planning isn't optional. Unless you were born rich, it is ...
by Scott MacQuarrie - The great thing about basic principles is that they work the ...
Grab Bag!
Columbia Lake Heath Club Seminar January 13th 2009 5:30pmI will be running an information seminar at Columbia Lake Health Club on Wednesday January 13th at 5:30pm! I will be talking about how leading a healthier lifestyle can have a huge impact on your insurance premiums. I am really excited about this opportunity to share some knowledge and meet some people. I hope you [...]
Our God given RightNot drinking? What’s wrong with you?
There is no shortage of articles stating the obvious – that alcohol consumption wreaks havoc on your body. It’s an escape tool. It can destroy families and relationships. Ruin finances. Set your kids up to fail.
I don’t believe the studies that give the green light to moderate daily wine consumption [...]
Insurance
Light turnout at Healthy Living SessionBut we got the message across! For those that wished they could be there but couldn’t, here it is (pdf):
CLHC Session
I’m going to aim to run the session again in April. Hope to catch you next time!
Apart from the obvious reasons, there are other reasons why you would not want to commit that crime or DUI or “street drug” abuse – your insurance policy won’t pay out if you croak or ruin your health!
The one condition – DUI would be of most concern to people. Coming home from a holiday party [...]
Long Term Care/Critical Illness
Columbia Lake Heath Club Seminar January 13th 2009 5:30pmI will be running an information seminar at Columbia Lake Health Club on Wednesday January 13th at 5:30pm! I will be talking about how leading a healthier lifestyle can have a huge impact on your insurance premiums. I am really excited about this opportunity to share some knowledge and meet some people. I hope you [...]
Critical Illness Statistics Part 2This chart demonstrates critical illness insurance is as important to a family as life insurance during the working years. While most have life insurance to cover premature death, many have not considered protection against a critical illness. They need to think about the everyday expenses including their life insurance, mortgage and car payments, medical and [...]
Shoestring Budgeting
Light turnout at Healthy Living SessionBut we got the message across! For those that wished they could be there but couldn’t, here it is (pdf):
CLHC Session
I’m going to aim to run the session again in April. Hope to catch you next time!
