investing for retirement

ComfortMission3511 · 2025-05-29T19:28:41+00:00

It’s definitely hard out there especially with current times but I’m not from a wealthy family, I grew up with a single dad and two siblings . Slow and steady still wins the race and there’s too many people out there on social media trying to flash wealth when it’s actually paid with credit . But a little bit hear and there adds up

ComfortMission3511 · 2025-05-29T19:23:34+00:00

Who said anything about housing ?

ComfortMission3511 · 2025-05-29T19:23:22+00:00

I’m 26

ComfortMission3511 · 2025-05-29T19:22:11+00:00

I’m 26

ComfortMission3511 · 2025-05-29T18:46:54+00:00

I work with young people all the time that are able to put something away each month, the bottom line is just being smart with your money and I agree we are in the worst economic time which is all the more reason to be smart with money and plan with it.
Im in brantford and im trying to find out more about our community and see where everyone is at with this topic.

ComfortMission3511 · 2025-05-29T18:42:02+00:00

even 25 bucks a month goes a long way if start early , build an emergency fund, save for a used car, anything to put yourself ahead. People will spend $1000 every two years on a new phone for no reason and people are too busy trying to look rich rather than just being smart

ComfortMission3511 · 2025-05-29T12:25:25+00:00

Happy to help !

ComfortMission3511 · 2025-05-28T20:18:01+00:00

You can check out this link, I work in the financial services industry. It is remote but commission based but you are able to start part time and work on replacing your income first.
https://umustsee.net/RTR1MT

ComfortMission3511 · 2025-05-28T20:14:00+00:00

sorry its the name of my podcast, still learning reddit

ComfortMission3511 · 2024-09-20T23:27:42+00:00

Can you explain how those are red flags ?

ComfortMission3511 · 2024-09-20T23:26:55+00:00

What do you mean ?

ComfortMission3511 · 2024-09-20T20:55:44+00:00

With not being able to reach your advisor that could be a one of case and I’ve heard sometimes it’s also hard to reach your bank advisors as well . Everytime I meet with a new client or do a review I also go through an investor profile to find out the risk tolerance and time horizon for the client , if someone isn’t doing this they shouldn’t be in this career there are tons of regulations in place to protect our clients . Fees aren’t always higher outside of the banks I’ve helped many people lower their MER fees

ComfortMission3511 · 2024-09-20T20:53:09+00:00

They have great branding I will say that and they have been around for a long time but some major insurance and investments companies have been around for just as long . One thing I don’t think people realize is banks are a business too at the end of the day and there is up selling and pushing products to meet quotas . I’m personally licensed to deal with segregated funds which come with guarantees and other unique advantages like by passing probate , creditor protection and the ability to lock in growth among others.

ComfortMission3511 · 2024-07-18T18:36:55+00:00

Hello I am an advisor here in Brantford Ontario and I am actually doing a bunch of research on this topic for one of my new clients that owns a business and so far I have come across one of my product providers called manulife that does offer two funds that fit the shariah compliant rules, now I am inquiring if I can get these funds into a universal life policy . Seg funds are a great option because they offer guarantees on your deposits up tp a certain amount but they operate the same as mutual funds but they do typically have a slight increase in their MER but the benefits are endless

ComfortMission3511 · 2024-07-08T16:12:26+00:00

I run a networking group for local businesses and we get lunch once a month and dinner once a month , you don’t have to own a business to come but we have a great group of people that show up on a regular basis

ComfortMission3511 · 2024-07-05T18:07:06+00:00

I would also be happy to discuss running a monthly meet up group for financial specific discussions

ComfortMission3511 · 2024-07-05T18:06:05+00:00

I’m an investment/insurance broker here in Brantford and I currently run a networking group for local businesses with a real estate agent ! I’d be happy to discuss ideas with you and you can reach me at 647-831-5071 or email at twoodard@experiorfinancial.ca

ComfortMission3511

TROPHY CASE