Your key to financial success

Financial planning involves a wide range of activities including budgeting, saving, debt management, investing, and protection. Mapping these out as you go through each life stage will help you achieve your goals.

Investment Advisor, Ilana Schonwetter

Women, Wisdom and Finances

Are you ready to improve your knowledge, gain greater confidence and take control of your financial future?

Join us at our complimentary webinar to learn insights, tips and strategies from our expert investment advisor, Ilana Schonwetter.

Date: Thursday, May 15 at 12:00pm

Register Now
 

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    Financial Planning

    Helping parents with a real estate windfall

    With sky-high home prices, selling their home could mean your parents are in for a significant influx of cash. Here’s how to help them manage it.
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    Financial Planning

    Asset planning under BC’s Family Law Act

    When a relationship ends, the rules around dividing property and splitting assets can be complicated. Here are the basics of the laws in BC.
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    Financial Planning

    The role of finances in your relationship

    Money matters can cause friction in any relationship. Here’s what you should talk about with your partner and why it’s important.
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    Financial Planning

    Financial advice for every decade and life stage

    Every stage and decade of life comes with different perspectives and priorities. Your finances should reflect where you are and where you want to go.
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    Financial Planning

    Ten traits of successful financial advisors

    Choosing a trusted and knowledgeable financial advisor is an important investment decision. Here are ten things to consider when selecting an advisor.
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    Financial Planning

    Enhance your personal financial literacy

    Do you feel well informed when making decisions about your financial future? Build your financial knowledge base and move ahead with confidence.
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    Financial Planning

    Year-end tips for your financial plan

    The end of one year and start of another is a critical time to look at your financial plans. Get tips for conducting your annual financial checkup.
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  • Woman working on her financial plan on tablet
    Financial Planning

    Why you need to be the CFO of your life

    What would your money situation look like if you thought and acted like your own Chief Financial Officer? Here’s how you might manage your finances.
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    Financial Planning

    Financial planning for blended families

    New partnerships that blend families can be joyous and stressful. Don’t ignore tough financial questions. This video explores what you need to know.
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    Financial Planning

    How financial advisors get paid

    Find out how your financial planner or investment advisor gets paid. This video explains the types of compensation and the implications for you.
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BlueShore Financial, Financial Advisor, Mona Heidari

Mona Heidari

Financial Advisor

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