Navigating Your Financial Future Wealth Creation, Wealth Preservation, Wealth Transfer

Challenges Can Be Opportunities

Posted by Miles Rubinoff on 24 April 2020
Challenges Can Be Opportunities

One positive thing that's come from the pandemic crisis and the stay-at-home orders across the country is that many of us are spending more time than ever with family. More than ever, we depend on each other for strength and to stay focused on better days ahead. One valuable way to spend family time is to open up a discussion about your financial strategy. Looking for positive signals...
Posted in: Latest News  

Spring Brings Hope

Posted by Miles Rubinoff on 22 April 2020
Spring Brings Hope

In challenging times such as the ones we're experiencing now, it's important to look for signs of hope. And luckily, it's spring, so nature is giving us signs everywhere. As you look out of your window, take notice of the buds on the trees, the first green shoots of plants and flowers, as nature comes to life.  To paraphrase Mr. Rogers, in times of crisis, it's hopefu...
Posted in: Latest News  

When is the last time you reviewed your Financial Plans?

Posted by Miles Rubinoff on 11 May 2016
When is the last time you reviewed your Financial Plans?
  When was the last time you reviewed your Financial Plans, Insurance bought years ago, Investments old and new money. If you don't know when you last reviewed policies and plans bought in a while its time for a review. Small tweaks can add up to a lot of savings before and in retirements. For a no obligation review please contact my office to set up your next review and see h...
Posted in: Insurance  

"Finding Money Through Cash Flow Analysis".

Posted by Miles Rubinoff on 10 May 2016
"Finding Money Through Cash Flow Analysis".
Working with clients it is easy to learn the wishes they have but often times the money has not been available to fund their wishes right away. Using my Cash Flow Analysis we uncover money that clients aren't aware they are miss spending and they suddenly have money to fund their wishes as well as protect themselves well and save for the future better than their current position. If you...
Posted in: Insurance  

Do you have the right coverage you need?

Posted by Miles Rubinoff on 5 April 2016
Do you have the right coverage you need?
Do you know what coverage you have and when you last reviewed it? Do you know what coverage you need and the various types to cover you, before you need it? If it sounds like you would benefit from a no obligation review contact me to set up an appointment at miles@brashfinancial.ca or @ 416 454-5142     www.brashfinancial.ca ...
Posted in: Insurance  
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Navigating Your Financial Future Wealth Creation, Wealth Preservation, Wealth Transfer

Miles Rubinoff, CLU

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