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Calgary Financial Planner - Wendy Olson-Brodeur - Wealth Wellness |

Wendy Olson-Brodeur is an independent financial advisor serving investors in the Calgary, AB area.

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Calgary Financial Planner - Wendy Olson-Brodeur - Wealth Wellness | | wealthwellness.ca Reviews

https://wealthwellness.ca

Wendy Olson-Brodeur is an independent financial advisor serving investors in the Calgary, AB area.

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1

Why Time Matters | Wealth Wellness Inc.

http://www.wealthwellness.ca/e-newsletter/2015/2015-08/article-1.htm

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Posted on: August 10, 2015. It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future. Conversely, in the event that the advisor and the client get lucky and make a large return on their m...

2

Retirement: The Promised Land or Crushing Boredom? | Wealth Wellness Inc.

http://www.wealthwellness.ca/e-newsletter/2015/2015-08/article-3.htm

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Retirement: The Promised Land or Crushing Boredom? Retirement: The Promised Land or Crushing Boredom? Posted on: August 10, 2015. For years, you have been anticipating that last day at work. When it finally arrives, will it live up to your expectations? While the lemonade may be in unlimited supply, your attention span is not. What happens if you get bored? Not that poolside lemonade. These ...

3

E-newsletter | Wealth Wellness Inc.

http://www.wealthwellness.ca/e-newsletter

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. We work hard to keep all our clients informed about important financial topics. To this end, we publish a monthly e-Newsletter full of articles and links to help our clients make smart choices about money. Click here to read our Current Issue! By AdvisorNet Communications Inc. We protect the privacy of all email addresses on our list. Do you ever feel like life is too automated?

4

Tax Planning | Wealth Wellness Inc.

http://www.wealthwellness.ca/tax-planning

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Tax planning and tax strategies involve the application of the rules and provisions of the Income Tax Act, which is voluminous and in a constant state of change. Because their effective application can result in hundreds or even thousands of dollars of tax savings each year, it is strongly recommended that you seek the guidance of a financial professional with experience in income and in...

5

Financial Plans and Marriage Breakdown | Wealth Wellness Inc.

http://www.wealthwellness.ca/e-newsletter/2015/2015-08/article-2.htm

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Financial Plans and Marriage Breakdown. Financial Plans and Marriage Breakdown. Posted on: August 10, 2015. Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans. Some considerations, also in common-law relationships, are:. Ed and Liz will each need to make new Wi...

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PERSONALITY AND MONEYBy Wendy Olson-Brodeur, CFP, CFDS, CSC, Mediator | Cancer Help Hub

http://cancerhelphub.com/2015/05/personality-and-moneyby-wendy-olson-brodeur-cfp-cfds-csc-mediator

Share Barbara’s Travel Journey. What People Are Saying. By Wendy Olson-Brodeur, CFP, CFDS, CSC, Mediator. By Wendy Olson-Brodeur, CFP, CFDS, CSC, Mediator. When it comes to dealing with money why are people so different in the way they look at, treat and use money? I am not trained in physiology but over the years of dealing with people, reading books and attending various courses a few things, I think, are interesting. WHY SHOULD YOU CARE? On the polar opposite are the spenders . The fourth type was coi...

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Calgary Financial Planner - Wendy Olson-Brodeur - Wealth Wellness |

Our passion is Wealth Wellness. Our mission is to Educate, Enrich, and Empower the people we serve. We believe that there is a huge need for education and a holistic approach to Financial Planning. Wealth Wellness Inc. was launched when Wendy left ` Private Banking` in 1998, after a 20 year career in financial services. Too often, in the big world, clients were, and still are, passed off to this person then that person, without always having the client`s best interest at heart. Wendy is also the founder ...

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Wealth and Wellness Network. 8220;It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires 10 times as much skill to keep it.” Ralph Waldo Emerson, an American author in the early 19th century. Wednesday, January 11, 2012. How to Ensure that Your Wealth is Distributed as You Will? Recently, I personally came across two cases where both the deceased passed away without any Will. What are the advantages of having a Will? Without a Will, you...