This workshop will help you understand how to manage your money better. It's about two important things: investing your money wisely and making sure you have enough insurance to protect your family and your investments. We'll cover four main things to help you make smart financial decisions: how to make your money grow, keeping it safe, protecting your income, and taking advantage of tax benefits.

We'll also talk about three important parts of managing your money:

1. Compounding effect – accumulation phase – Rule of 72

2. Risk effect – Protection phase – Choose the right option for your money

3. Tax effect – Distribution phase – tax impact on your savings This is about how your money can grow over time.

In this workshop, you'll learn how to take care of your money better. You'll get important information about investing and insurance that every family needs to know. It's for everyone who wants to make smart choices with their finances, no matter how much you know about money right now.

About the Facilitator:

Sneha Kandasamy is an experienced investment advisor with over three years of expertise. Having lived in Milton with her family for more than 12 years, she specializes in providing education on insurance protection, including life, disability, critical illness, health, dental, drug, super visa, visitor visa, and funeral coverage. She also offers investment services such as RESP, RRSP, TFSA, and non-registered investments, along with business continuation programs like corporate estate planning and business tax strategies. Additionally, Sneha provides reference-based services for mortgages, auto and home insurance, as well as pet insurance.

Shefali Thakkar, with expertise in investment planning, retirement planning, education planning, estate management, and business succession planning, is dedicated to assisting clients in developing personalized financial strategies. Passionate about applying financial knowledge and skills, Shefali takes the time to understand each client's unique priorities and goals. By tailoring recommendations to individual needs, she empowers clients to achieve their financial objectives, whatever they may be.