Many people feel pretty comfortable and confident with their personal finances, but still feel there are gaps in their understanding of certain terms and concepts. By increasing your knowledge, understanding benefits of financial products and making good sense of everything, it will help you become better informed to make financial decisions and become better consumers of financial products.
Your team at Action Financial Group, iA Private Wealth would like to welcome you to our “Orientation Series” which has been designed to provide you with relevant information to help increase your financial literacy. We will be sending you a series of short emails to explain some terms and concepts on a variety of different topics, ranging from budgeting, investing, debt management, tax planning and insurance to name a few. Our team members are available to discuss and explain these concepts and how they apply to you personally.
We hope you will find this information valuable and will increase your financial confidence. You can always find these articles on our website
Karin Rimnyak, CERTIFIED FINANCIAL PLANNER®
David Dryburgh, CERTIFIED FINANCIAL PLANNER®
Ian Barrie, CERTIFIED FINANCIAL PLANNER®
This information has been prepared by Karin Rimnyak who is an investment Advisor for iA Private Wealth. Opinions expressed in this email are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth. iA private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.