Finance Management

When it comes to getting advice about your finances, a financial professional like an advisor can help you plan for and reach your personal financial goals. Ideally, you want to work with an advisor who listens to your goals and wants to help you develop a unique strategy to achieve them.

Serge Robichaud is a financial advisor with Canada Life and Quadrus Investments, where he provides financial advice, manages client portfolios and insurance policies, and offers valuable insights to his clients. He has been working with his clients for years to help them achieve their financial goals while also offering his insights on financial subjects online.

“It’s essential for most people to work with a financial advisor because it allows them to sculpt out a concrete financial plan in place so you can be better prepared for the future,” says Robichaud. “Determining your specific financial goals based on your own unique situation is essential to developing a proper plan.”

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Serge Robichaud: Insight into Overlooked Benefits of Working With a Financial AdvisorRead More »

People who work a job trade time for money at a set rate. They hope to have more money than a month to put away for their future. While they know their income each year, business owners are in a different camp. So, financial planning for entrepreneurs is more complex.

Business owners take a huge risk with their time and talent and aim for profitability. This challenging road to success has many pitfalls, and you are not guaranteed an income until you reach the consumer. Because your cash flow is fluid, investing and retiring can be difficult. You need a dynamic plan to get to where you want to be regarding wealth accumulation.

Are you self-employed and wondering how to build your portfolio? Here are some ideas for business financial planning.

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Financial Planning For Business OwnersRead More »

Bankruptcy can put you in a difficult and stressful situation, often resulting in fear of the unknown. It’s normal not to know exactly what to do when facing bankruptcy — after all, it is a complex legal process that requires specialized knowledge. But you don’t have to go through it alone!

We’re here to guide you through the entire bankruptcy process, from understanding how it works to offerings tips on rebuilding credit and financial stability after filing. Let’s dive in!

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What Kind of Help Do You Need When Facing Bankruptcy?Read More »

When it comes to managing your business finances, creating and sending professional invoices is a crucial task. An invoice is a formal payment request, and it’s essential to present it clearly and organized. One effective way to achieve this is by utilizing invoice templates that are easy to use. 

These easy to use invoice templates offer a structured format that simplifies the process of generating invoices, ensuring accuracy and professionalism. Moreover, they provide a structured layout that simplifies generating invoices, ensuring accuracy and professionalism. 

This article will address and let you explore the key factors to consider when selecting an invoice template for your business.

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How To Select An Invoice Template For Your BusinessRead More »