Our gift to you. Because we care!

We are very excited to announce that we are launching a technology partnership with ReadyWhen; a simple, secure, and fast digital Estate management solution.

Why did we partner with ReadyWhen?  We want to offer protection that goes beyond traditional financial planning. We want to give you access to innovative Estate management solutions that will make sharing and storing information more secure. We want you to have the right tools to become proactive planners. With ReadyWhen, you will be guided to build an accurate life plan that will make life easier for your loved ones when the inevitable does happen.

Life’s unpredictable. Be ReadyWhen.

What is ReadyWhen?

Built by subject matter experts with over +15 years of legal experience, ReadyWhen proactively guides you to enter, upload and store the right information so you can build a complete Estate plan. They also help when the inevitable happens by guiding both your family and executor so they know what to do, who to contact, and how to manage a tough situation.

This is all built on their platform using military-grade encryption and security protocols.

To learn more, visit www.readywhen.ca

Do you have family, loved ones or assets to protect?
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 Proactive Estate management is important at any age, but truly essential when you have a family and assets to protect. ReadyWhen provides guidance, a secure digital vault, and accessibility to help you stay organized so your loved ones don’t have to be a document detective and hunt down important information when life hits them the hardest.

With ReadyWhen, everything is in one central, secure, digital location so you can easily access it from any device. Start with the information you have, save your progress and build your Estate. This is a marathon, not a sprint.

If you are interested in learning more please contact Todd Gotlieb and we can onboard you for free.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed and produced by Todd Gotlieb for the benefit of Todd Gotlieb who is a Financial Advisor at GBK Strategic Financial Partners a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities.

Mutual Funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Investia is not liable and/or responsible for any non mutual fund related business and/or services.

Life Insurance related services and products are provided through HUB Financial Inc.