Disability Tax Refund Review Offer: Disability, Caregiver, and Aging Parents

Tax Credit Review.  See if you qualify for $15,000 or more!  Many people do not realize they may qualify for federal and provincial tax credits.

Obtain Your Portfolio Analysis and Financial Review

Set a no obligation, complimentary portfolio analysis and financial review with Joanne David BA CFP FCSI.

Book a No Obligation Appointment TodayMake an Appointment Now Joanne David BA CFP FCSI financial planning and insurance solutions.     Joanne David BA CFP FCSI financial planning and insurance solutions.

Life Insurance and Insured Investments are offered through Canadian Financial Strategies, Inc.

Offering insured investments, term and permanent life insurance, annuities, health & dental, private health services plans.  Have you sheltered all available investments?   What are you worth to your family and loved ones?

Book an Insured Investment or Life Insurance Review

Mutual Funds offered through Keybase Financial Group

We take an independent, integrated financial planning approach to your long-term financial needs. Our solutions include financial & tax planning, mutual fund investments, GICs, and bank products.

Book a No Obligation Appointment TodayBook Your No Obligation Financial and Portfolio Review

Joanne David CFP FCSI Joanne David CFP FCSI

MFDA

www.MFDA.ca

We can help you achieve the life you perceive.

Set a no obligation financial planning and portfolio analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies
A successful financial plan starts with a family budget of income & spending

Set a no obligation family financial budgeting analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
We are are here for you when you experience a loss of a loved one.
Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
Financial Gardening
Estate Planning may be the most important thing you ever do.
Joanne David CFP FCSI Estate Planning Strategies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.


Joanne David CFP FCSI Estate Planning Strategies Joanne David CFP FCSI Estate Planning Strategies

DREAM BIG: Let Your Children Dream Big!

Joanne David - Dream Big - Let your children dream big!

Whether you and your children are learning from home this year or in the classroom with some restrictions, my colleagues and I would like to take a moment to inspire you to consider that it means to DREAM BIG.

Supporting your child’s dreams is equally important as having your own dreams for them. Do any of your children have special talents? Encourage your child’s strengths in the positive and encourage what type of current future education goals might be suitable. If they are good at arguing, suggest they might learn about legal contracts. Or if they are good at accounting, suggest they might learn about finance and business. Equally, your family rock star may benefit from learning to read notes.

The research has shown that when parents themselves DREAM BIG for their children, children will respond and strive to achieve their goals thereby increasing their academic performance.

Here are some tips that will inspire learning and help your children to DREAM BIG:

Helping Your Child Dream Will Broaden Future Horizons!

Engage with your children, even if you do not know the full details of their educational curriculum.
Have ongoing conversations with your children about their feelings and experiences about what they are learning.
Inspire exciting ideas in your children about what they can do with new knowledge in the future.
Ask your children to dream about what they would like to do in the future, both this school season and beyond.
Help your children to be creative with family games of cards, solving puzzles, or creating art.
Encourage math and financial literacy, by helping children to be involved with shopping decisions and budgeting with an allowance.
Open a Registered Education Savings Account (RESP) for your child/children, and talk to them about the possibilities of what this can be used for.
Support the idea of life-long learning. Learning is everywhere. And it is fun.
Encourage varied activities, especially while confined at home, are helpful to reduce stress and promote learning.
Talk about different kinds of ideas, different cultures, and different types of places.
Reinforce positive ideas for the future.
Inspire with happiness, thoughtfulness, and possibilities.

Parents: Help Your Children Dream Big!

Together parents can help their children DREAM BIG and in turn school communities will be inspired. Dreaming big is contagious and other children may dream big too!

Financial Planning includes the identification of dreams and goals and includes effective planning that will help make your children’s dreams and possibilities into future realities.

If you wish to contact me, I am very interested to learn what ideas you have that will help your children DREAM BIG in Terwillegar.

My associates and I wish for you and your children a prosperous and happy school season!

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Joanne David BA CFP FCSI is an independent Financial Planner operating in the Terwillegar-Riverbend area of Edmonton. I am always interested to hear from my community. Phone: 780.718.7117 Web: www.JoanneDavid.com/contact