I work in the financial services business with a very unique approach to wealth and retirement planning. Everyday I actively support my clients in owning income properties in order to retire earlier with greater income security. So, I gladly accepted CREW’s QUIT YOUR...
Article Topic: Wealth Building
BRRRR … how to stay cool in today’s hot real estate market
Insure Your Lifestyle
Build Real Wealth
May 5, 2020 | Featured, Investments, Retirement, Strategies, Wealth Building
Would you like to own your first rental property but don't know exactly where to start? Not sure if you can afford it? Not sure if it should be a condo, townhouse, duplex? Not sure of how to analyze the numbers? This is different ... Why would a financial...
You’re Not As Rich As You Think
May 5, 2020 | Financial Planning, Retirement, Wealth Building
There is this thing that financial services industry does that irks me to no end. Whenever they see an RSP Portfolio … and use this information in building a financial plan we use the balance at face value … and it is worth in fact … considerably less. Canadians need...
You Don’t Know Jack
May 5, 2020 | Blog, Insurance, Retirement, Wealth Building
Jack is 45 and he just purchased $1,000,000 of Term 20 insurance. He pays $1,930 to the insurance company every year. The plan is to drop the insurance after 20 years. His family won't need it. Mortgage will be paid off. Wealth will be amassed. Children are through...
What The Wealthy Know About Life Insurance
May 5, 2020 | Blog, Insurance, Wealth Building
If you have ever thought that life insurance was something you wouldn't need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance. While life insurance is most...
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905-425-5327 • vws@live.ca
Kathleen van den Berg, MBA, CFP
4 Branthaven Court
Brooklin, Ontario L1M 0B2
Canada