Author | Lightnews

Green Helix Financial @greenhelixfinancial.com · 5h

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Mutual funds provided through Carte Wealth Management Inc. Insurance products and services offered through Carte Risk Management Inc.

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Green Helix Financial @greenhelixfinancial.com · 5h

If you don’t plan, your lifestyle shrinks instead of expanding.
Dreams need funding, not just wishing.

Ready to reach out? Start the conversation at greenhelixfinancial.com.

Green Helix Financial

Wealth Management By

greenhelixfinancial.com

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Green Helix Financial @greenhelixfinancial.com · 5h

Retirement Dreams Don’t Fund Themselves
Want to travel, relax, or spoil the grandkids?
It won’t just happen because you worked hard.
Retirement dreams need money behind them.

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Green Helix Financial @greenhelixfinancial.com · 1d

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Mutual funds provided through Carte Wealth Management Inc. Insurance products and services offered through Carte Risk Management Inc.

1

Green Helix Financial @greenhelixfinancial.com · 1d

Even small amounts grow into something big over decades.
The sooner you start, the less you need to catch up later.

Ready to reach out? Start the conversation at greenhelixfinancial.com.

Green Helix Financial

Wealth Management By

greenhelixfinancial.com

1 1

Green Helix Financial @greenhelixfinancial.com · 1d

Money Myth: You Should Wait To Invest Until You’re Older
The biggest mistake is waiting.
Time is the most powerful tool in investing.
Starting early lets compound growth do the heavy lifting.

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Green Helix Financial @greenhelixfinancial.com · 2d

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Mutual funds provided through Carte Wealth Management Inc. Insurance products and services offered through Carte Risk Management Inc.

1

Green Helix Financial @greenhelixfinancial.com · 2d

Our dog Butter may not know what a TFSA is, but she knows a good thing when she sees it.
Let’s unlock the full potential of your TFSA and make it work harder for your future.

Ready to reach out? Start the conversation at greenhelixfinancial.com.

Green Helix Financial

Wealth Management By

greenhelixfinancial.com

1 1

Green Helix Financial @greenhelixfinancial.com · 2d

Your TFSA Is a Superpower
The Tax-Free Savings Account is one of the most powerful financial tools available to Canadians.
But many people underuse it or treat it like a regular savings account. The truth is, a TFSA can hold investments and all the growth is tax-free.

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Green Helix Financial @greenhelixfinancial.com · 5d

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Mutual funds provided through Carte Wealth Management Inc. Insurance products and services offered through Carte Risk Management Inc.

1

Green Helix Financial @greenhelixfinancial.com · 5d

Ready to reach out? Start the conversation at greenhelixfinancial.com.

Green Helix Financial

Wealth Management By

greenhelixfinancial.com

1 1

Green Helix Financial @greenhelixfinancial.com · 5d

A smart withdrawal plan helps reduce taxes, stretch income, and keep you scoring for decades.
The key? Knowing who bats first, and who plays cleanup.
Build your retirement lineup now and make sure you still bring in runs after 65.

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Green Helix Financial @greenhelixfinancial.com · 5d

Your Retirement Lineup Card
Retirement isn’t the end of the game, it’s a new lineup with different players.
Now you’re calling on pensions, RRSP and TFSA accounts, CPP, and maybe even rental income to get on base.

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Green Helix Financial @greenhelixfinancial.com · 6d

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Mutual funds provided through Carte Wealth Management Inc. Insurance products and services offered through Carte Risk Management Inc.

1

Green Helix Financial @greenhelixfinancial.com · 6d

Ready to reach out? Start the conversation at greenhelixfinancial.com.

Green Helix Financial

Wealth Management By

greenhelixfinancial.com

1 1

Green Helix Financial @greenhelixfinancial.com · 6d

45% of Canadians Carry Credit Card Debt
Almost half the country is paying 20 percent interest or more.
That’s money working against you every single day.
Banks thrive on it and it’s their most profitable product.
Your best return is paying it off. You need a plan.

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Green Helix Financial @greenhelixfinancial.com · 7d

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Mutual funds provided through Carte Wealth Management Inc. Insurance products and services offered through Carte Risk Management Inc.

1

Green Helix Financial @greenhelixfinancial.com · 7d

A home can build equity, but it’s not a guaranteed wealth machine.
Don’t confuse shelter with strategy.

Ready to reach out? Start the conversation at greenhelixfinancial.com.

Green Helix Financial

Wealth Management By

greenhelixfinancial.com

1 1

Green Helix Financial @greenhelixfinancial.com · 7d

Your House Isn’t An Investment
Everyone calls their home an investment.
But an investment pays you - a house costs you.
Taxes, maintenance, interest, insurance…the list never ends.

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