Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”



Michael Thomas,  ,CHSTM, FICB, EPCTM

Certified Financial Planner
Investment Representative

I’m committed to helping you achieve and surpass your financial goals by working with you to plan for your life now and in the future. I have over 40 years experience in the financial industry, a Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Fellow of Institute of Canadian Bankers (FICB) and an Elder Planning Counsellor (EPC).

I began my career as an electrical engineer and then moved into banking, where I worked my way up to executive management. I changed my career path to financial planning because I enjoy working directly with people to plan how they’ll meet their financial goals. In my spare time, I enjoy cooking gourmet meals, camping or doing carpentry.

I’ll work with you to plan based on what is happening in your life now and where you want to be in the future whether it’s for you as an individual, for your family or your business. For example, I can help you start investing today with a tax-free savings account (TFSA) and for the future with a registered retirement savings plan (RRSP) by building a custom portfolio for you. Or we can discuss a market competitive home mortgage or a flexible home line of credit.

Building a relationship with you is important to me. That’s why we’ll meet in person to complete your plan. After that, we’ll meet as often as you like whether that’s once a year or more often. Anytime you have questions, I’m a phone call, video chat or email away.

Need other financial help? My practice also has expert partners specializing in:

  • Tax and Estate planning
  • Insurance (life, critical illness, disability and emergency medical travel)
  • Investment wealth management
  • Investment portfolio management and accommodation
  • Home lines of credits and mortgage planning
  • Business owner and workplace benefits / pension plans

 

Email: [email protected]
Office: 705-254-1988
Cell: 705-255-2763
Toll Free: 800-829-2084
Toll Free Fax: 877-700-9404

Betty Ann Thomas

Advisor Support Associate

I was born on St. Joseph Island, Ontario and moved to Sault Ste. Marie as a teenager. I’ve lived and worked in this beautiful northern city most of my life. I began my career in administration with a large Canadian bank and worked my way to a branch manager and then on to a senior sales role. I then changed my career path to being a client manager for our customer experience, enabling me to work directly with people to answer questions as they pertain to their plan and how they’ll meet their financial goals.

I'm committed to helping you achieve and surpass your financial goals by working with our company Certified Financial Planner to better enable you to plan for your life now and in the future. To better meet your needs, I am licensed to sell segregated funds and life, critical illness and disability insurances. I can offer mutual funds through Quadrus Investment Services Ltd. I have over 40 years experience in the financial industry. I continue to stay up to date in the financial industry and continue to take educational courses to ensure that I can be of assistance.

I’ll work with you and assist you in your financial plan, based on what is happening in your life now and where you want to be in the future whether it’s for you as an individual, for your family or your business. For example, I work with our Certified Financial Planner to help you start investing today with a tax-free savings account (TFSA) and for the future with a registered retirement savings plan (RRSP) or we can discuss a market competitive home mortgage or a flexible home line of credit. 

In my spare time, I enjoy planning and assisting my husband cooking gourmet meals, working in our gardens, playing with our dog and camping. 

Building a relationship with you is important to me. Any time you have questions, I’m a phone call or email away.

 

Email: [email protected]
Office: 705-254-1988
Cell: 705-541-8605
Toll Free: 800-829-2084
Toll Free Fax: 877-700-9404

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Get retirement ready – Canada Life

We can help you build a plan for life after work. Learn more at http://www.canadalife.com.

View the video transcript:

 

Description: This video combines impactful words with footage of Canadian women close to retirement.

Narrator: You do it all.

Description: “You do it all” repeats across the screen in large text. A middle-aged woman bikes on the side of a road near a lake. Mountains appear in the distance.

Narrator: You’re unstoppable.

Description: “You’re unstoppable” repeats across the screen in large text. A mother sits on the edge of her bed holding her swaddled newborn baby.

Narrator: But when it comes to retirement, you might not feel ready because you’re worried you haven’t saved enough.

Description: A woman sits at her kitchen table, reading her statements. A stack of papers sits on the table next to her.

Narrator: But you’ve worked hard for this.

Description: “You’re worked hard” repeats across the screen in large text. A nurse in a mask takes a patient’s temperature.

Narrator: and you deserve to take this next step with confidence.

Description: An athletic woman jogs down a wooden bridge in a park.

Narrator: An advisor can help you build a plan.

Description: A barber smiles while talking on a cordless phone. She gives a young girl with long hair a trim.

Narrator: so you can afford the retirement you want.

Description: A surfer in a wetsuit stands on the beach at dawn, holding her surfboard.

Narrator: They’ll provide expert advice to help you choose the right investments based on your comfort with risk.

Description: A women sits at her desk, typing on a laptop. The back door of her home is open to a lush garden in the distance.

Narrator: draft a budget and ensure your family is taken care of.

Description: A mother holds up her phone to take a picture of her teenage daughter wearing a graduate cap and gown.

Narrator: It’s time to take charge of your money.

Description: A woman in tennis outfit plays pickleball on a court outside with her husband.

Narrator: Get retirement ready, your way.

Description: “Get retirement ready” repeats across the screen in large text.

Narrator: To learn more, contact your advisor.

Description : Words “To learn more, contact your advisor” appear onscreen with Canada Life logo and legal lines: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.