I am a Financial Advisor with Oak Harbour Wealth Management. I am expanding my client base currently and also looking for other advisors to join our firm.
[03/07/16] Looks like another solid day on the markets! Especially the Canadian indexes... a little surge in oil prices and some strong indicators that the U.S economy is recovering have driven most of the gains... this also equals more foreign exchange with our friends to the south, which will equal a stronger dollar for us as Canadians.... just in time for some of us to be travelling south to the Carribean! ;) As always, if you need some free financial advice, contact me and I'd be happy to sit with you and discuss all of your needs!
[02/29/16] Looking to make some extra money? Ask me about my pay for referral program!
[02/29/16] RRSP Season is finally coming to a close... I hope you took advantage of it! The benefits of tax deferred RRSP contributions are amazing, yet most people barely take advantage of their full contribution room! Think about this, depending on your marginal tax rate and your contribution size, you could be getting thousands of dollars back in your tax return, while allowing your money to grow completely tax deferred. Although it's pretty much too late (you have until end of day today) to contribute for your 2015 tax return, having a plan to make sure you don't make the same mistake for the 2016 tax year is crutial! Contact me for any advice or assistance with your personal investing and all other personal finance needs.
[02/01/16] I am officially open for business! Transfer to my new dealer partners is complete and I'm ready to take on new clients. If you're currently unhappy with your financial professional, or you just need a change, give me a call or message me. I'd be happy to sit down with you and show you what a complete financial plan looks like and all the benefits it can provide. Don't procrastinate, your future depends on it ;)
Hopefully this summer has found a significant amount of fun and relaxation for you... I'm sorry to say it's winding down :(
Just a couple of weeks left of August and then it's back to it!... Whatever 'it' is for you ;)
It's crazy how fast time goes by - especially when you have a little person at home that you can use as a gauge!
A line in a movie said 'Time is the fire in which we burn' Some will know the movie, others won't, but that's not important... The interpretation of the line is important... If that is your belief of time, then it would seem to be a slow painful process. That's a horrible way to look at it! I would say time is the road, we are the vehicle... Although the road will end, we choose how we travel on it. Some choose to make that trip a horrible one, while others make it exciting! As we wind down the 8th month of 2015, I challenge you to reflect on your trip so far and if it's leaning on the horrible side, pull over, grab a quick bite, refill the tank and remember... The trip is yours, you can make it what you want it to be :)
[07/20/15] First off... Congrats to 2 of my teammates - Steve Bradshaw & Justine Follington for passing the first stage of Provincial Licensing! Proud of you guys :) Secondly, just got back from our Bi-annual convention in Atlanta... All I can say is... Wow... 50,000 people in any venue is crazy! The atmosphere is electric and very inspiring! I love this company and what we do for regular people... But it's a nice reminder of just how massive this company really is and how it truly will dominate the financial service industry! I'll have a small but significant role in that dominance thanks to some of the great people I'm aligning myself with!
[06/22/15] To anyone reading this, I'm sorry I haven't posted in a while... been very busy with my business (which is a good thing). News to report... a few new members of my team to recognize... first off, Steve Bradshaw... this guy is plain smarter than me... there, I said it! No doubt he's going to light up this business! Secondly, Eric Archibald... this guy has zero issues with talking to people! Very little need for training, mostly a need for pulling back the reigns!!! Last but not least, Justine Follington... Justine is a part of Eric Archibald's team and a shooter in her own right... she's been keeping us busy training her and I could see this girl very quickly becoming a force in this business!!! Proud of all of my new teammates!!! I love this business :)
[05/13/15] Hope you're all enjoying your week... even though the weather took a slight turn for the worse :( I just want to take this time to welcome Roger St.Onge to my team! Roger has proven himself extremely successful at the highest levels of mangement in his field and has now chosen to begin a new career in the financial sector. No doubt he'll bring his experience and expertise to his business and do amazing here! Proud to be working with you!
[05/01/15] I just want to congratulate a couple members of my team... First off, Linda Duggan - so proud to have you as a newly DUAL licensed agent!!!! The MFDA finished processing your application and it's now hit the system as official!!! Can you say bonus time!!! :) But also want to acknowledge Meghan Linger for passing your LLQP and taking final steps to Provincial Licensing!!! Very proud of you both!!! I love this business!!! Where else do you get to help people build a business for themselves and get to work with such excellent people??? I feel privileged to have you both on my team and excited to continue to watch you grow in the business!!!
[03/27/15] Winter is almost gone... and it's time to do some spring cleaning! We all likely have some "cleaning" to do in our lives... personally or professionally, so let's get a head start before the warm weather gets here! After today's last kick at the can (hopefully), maybe there isn't much of a rush afterall :( I'm always around for those of you that want a change of profession... as for personal changes, well you're on your own in that department ;)
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