Thanks to Jay Halai, Key Life Financial Services Ltd for this fantastic feedback, we are delighted to be working alongside you each day as your indispensable growth partner! 👏 #Applied #AppliedEpic
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🎉 A big shoutout to Rene for passing the SIE exam! We’re so grateful you chose our SIE program to help you reach this achievement. Onward to even greater heights! 🌟 #SIESuccess #SIECertified #SIEExamPass #SieExam #finraexam #CareerGrowth #investmentadvisor
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We're not just invested in your wealth; we're invested in you. At Aspire Wealth Group, we believe in building lasting relationships based on trust and understanding. www.aspirewealth.ca #AspireWealthGroup #FinancialPartnership #YourFutureIsOurFocus
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2024 EEIP Awardee Spotlight: Benti Lines We are thrilled to highlight Benti Lines, a visionary freight company in Oregon, as a 2024 recipient of the Economic Equity Investment Program (EEIP) Award. Owned and operated by the dynamic duo, Valeria Atanacio and Anouar Ben El Aali, Benti Lines is named after the Arabic word for daughter, reflecting the couple's dedication to forging a lasting legacy for their children. Their commitment extends beyond personal success to nurturing a future where their daughters, and many generations to follow, benefit from a stable, prosperous business environment. EEIP Impact: With the support of the EEIP, “...Benti Lines Expansion Project Phase Two: Asset Growth and Acquisition is to secure funding from one or more sources to purchase and own commercial motor carrier equipment for the freight operations of our company. This momentous step brings our company a big step towards being debt free and building generational wealth.” Why This Matters: At NWNC, we focus on removing systemic barriers and enhancing economic opportunities for all, especially for those in marginalized communities. By investing in businesses like Benti Lines, we empower them to grow and contribute to a more equitable economic landscape in Oregon. Let's celebrate and support Benti Lines as they drive towards a future filled with opportunities, stability, and a thriving legacy for their community and family. #BentiLines #EEIP #EconomicEquity #GenerationalWealth #CommunityImpact #InvestInOregon #ShopLocal
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As you go forward into this new year here's some great advice from our Founder. Keep the internal thoughts positive and you'll have control of yourself and your way forward. Keep up that #PMA! #CombinedStrong #TeamCombined #PositiveThinking
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If you want to control the taxability of your retirement accounts, read this White Paper.
A publication brought to you by AIM Wealth Advisory Group Dan Ruediger, CFP®, APMA™, Ryan E. Price, Casey Norton, CFP®, Matt Molnar, CFA, Simon Rupard, Kyle Townsend, Matthew Zuniga
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The ECD ecosystem plays a critical role in shaping the future of our children, and in turn, the future of our society. Yet, it encounters numerous challenges that hinder its potential to create a lasting impact. Recently, our Investment Associate, Nonku Nyathi, attended several ECD ecosystem events, where experts and key ecosystem players gathered to share their insights and concerns. We highlight ten of the most pressing challenges facing early learning that emerged from these discussions. 📖✨ Read our article to learn more: https://lnkd.in/dkPnGRRw. #EarlyLearning #ECD #InvestEarly #0to6matters
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🌟 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐞 𝐨𝐟 𝐏𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐢𝐨𝐧 🌟 I am thrilled to share that I have successfully completed the **𝗕𝗮𝘀𝗶𝗰𝘀 𝗼𝗳 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁** course on 𝗧𝗖𝗦 𝗶𝗢𝗡. This experience has deepened my understanding of wealth management principles, financial planning, and investment strategies. A big thank you to 𝗧𝗖𝗦 𝗶𝗢𝗡 for this enriching opportunity, and I am excited to apply these insights in real-world scenarios!🌟🤩 #WealthManagement #FinancialPlanning #LifelongLearning #TCSiON #ProfessionalDevelopment
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#PPPs as a tool for sustainable development – this was the main theme of VBO FEB’s workshop at the 2024 #SDG Forum. 🌍 Many thanks to wim vermeir – Chief Investment Officer, AG Insurance & Ageas and to Benoît Theys – Head of infrastructure, AG Insurance for their participation in the session. 💡 For anyone looking to better understand the future of Public-Private Partnerships, and their evolving role in society, I recommend reading trough our VBO FEB - Ageas white paper on this very issue : "More than Just Profit : Public Private Sustainable Partnership". 👇 https://lnkd.in/eCCG2Kxu
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We’re proud to see our own John Butterworth featured in ICAEW's "Corporate Financier" discussing the recent investment in Plowman Craven, and the opportunities and challenges of private equity investment into established Employee Ownership Trusts (EOTs). At Agathos Management LLP, we support founders, owners and managers with a range of tailored solutions, including in this case an innovative approach to deliver a PE investment into an EOT-owned business. This solution allows companies to retain a hybrid PE and employee-owned model, preserving culture and continuity, while benefiting from the strategic support and funding needed for sustainable growth. Read more about Agathos’s role in the EOT space here - https://lnkd.in/eWWS935R Thank you Marc Mullen for the article. #Agathos #EmployeeOwnershipTrust #EOT #CorporateFinance #PrivateEquity #ICAEW
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Great spending time with Chris Snider today, author of Walking to Destiny and CEO of the Exit Planning Institute! I'll be sharing alot of the take aways from this conference in my next posts, so stay tuned! #exitplanning #exitplanninginstitute #CEPA
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Thank you Jay Halai for your brilliant feedback. We are proud to partner with Key Life Financial Services Ltd and to support your continued success as a business.