Wealth Management by Monica Weissmann CFP, CIM

💡 Why Do You Need a Financial Advisor? Making smart financial decisions can feel overwhelming, but you don’t have to navigate it alone. A financial advisor provides the expertise, personalized strategies, and peace of mind to help you: ✔️ Plan for retirement ✔️ Grow your wealth ✔️ Protect your assets 📺 Watch my video on YouTube: MONEY MATTERS by Monica Weissmann: Why Do You Need a Financial Advisor? https://lnkd.in/gWDQX2hb #financialadvisor #moneymatters #financialfreedom #wealthmanagement #monicaweissmann

Planning for retirement starts with understanding your income sources. In Canada, you may rely on: 1️⃣ CPP: The Canadian Pension Plan – Provides a foundation, but not the full picture. 2️⃣ OAS: Old Age Security – A helpful supplement for basic expenses. 3️⃣ Personal Savings: TFSA, RRSP, or investments to cover lifestyle goals. Retirement isn’t one-size-fits-all. Let’s create a personalized plan that ensures your retirement is comfortable and secure. We can help you get started! 📞 Call our office for a free consultation 416-628-5770 ext 3910 #retirementplanning #financialfreedom #cpp #oas #tsfa #rrsp #monicaweissmann #financialadvisor

The stock market can be your best ally in growing your wealth. However, some might be hesitant to invest due to constant fluctuations. Learn how to overcome the fear of investing by understanding the volatility of the stock market in the past. 📖 Read more: https://lnkd.in/gCrRnhB2 #stockmarket #moneymatters #buildwealth #article

1 in 3 Canadians will experience a disability lasting longer than 90 days during their working years*. Are you prepared? Disability insurance provides the safety net you need to: ✅ Protect your income ✅ Cover essential living expenses ✅ Maintain peace of mind Life is unpredictable, but your financial security doesn’t have to be. Let’s create a plan that safeguards your future. Contact me today to learn more! #disabilityinsurance #financialplanning #protectyourfuture #incomeprotection #monicaweissmann *statistic from: brianoninsurance.com

May your financial goals in 2025 turn into achievements, your savings grow steadily, and your dreams of wealth and stability become reality. Cheers to a prosperous year ahead! ✨ 💼 #monicawissmann #financialplanner #moneymatters #wealthplanning

✨ Happy New Year 2025! ✨As we step into a brand-new year, I want to thank all our valued clients for letting us be part of your financial journey. Here’s to making 2025 a year of growth, success, and security for you and your loved ones 🎉 #cheersto2025

🎉 New Year, New Opportunities 🎉 Here are some recommended financial goals for 2025: ✅ Set a budget that works for you ✅ Save smarter with tools like TFSA or RRSP ✅ Protect your future with a solid financial plan We would be happy to assist in making these resolutions into results! #newyearnewgoals #financialfreedom #wealthbuilding #monicaweissmann #financialplanning

🕎 Happy Hanukkah! 🕎 Wishing you and your loved ones a joyous holiday season filled with warmth, love, and blessings. May this season bring peace, prosperity, and hope for the year ahead. #Hanukkah #happyholidays #family #friends #seasonsgreetings

Wondering how to create a budget that works for you? Check out the article below to discover the best budgeting methods to take control of your money 💰 https://lnkd.in/gfyNxvZy #budgeting #moneymatters #takecontrol #financialtips #budget

Financial Tip of the Week: Start Small, but Stay Consistent! Whether you’re saving for an emergency fund, retirement, or your first home, the key is consistency. Even a small amount a month can grow into something significant over time. Start now, and let time do the rest! #financialtip #moneymatters #wealthmanagement #monicaweissmann