Financial planning

Saving for retirement doesn’t have to mean cutting spending. With the Simply Free Account® from Envision Financial you get $0 monthly fees, free unlimited Interac e-Transfers®, and $0 at any ding free® ATM. (Photo: Tom Hawkins Photography)

3 things every person under 35 should know about saving for retirement

Retirement is still a long way off, but simple strategies can set you up for better years ahead

  • Aug 16, 2021

 

Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021

 

Cyrus Mazdine, Cloverdale Branch Manager for Envision Financial, helps members reach their savings goals.

3 easy tips to start saving money today

It’s common to feel overwhelmed by your finances, but simple changes can make a big difference!

  • Jul 26, 2021

 

Narendra Singh is a Branch Manager at Envision Financial. He says switching to a credit union can save you money and bring you better service.

You have the power! Switching to a credit union could save you money.

You can’t control your banking fees, but you can control where you bank.

  • Jun 21, 2021
Narendra Singh is a Branch Manager at Envision Financial. He says switching to a credit union can save you money and bring you better service.
Roby Dhillon is the Branch Manager at the Newton branch of Envision Financial.

3 common mortgage mistakes and how to avoid them

Talk to your advisor early to make sure you find the mortgage that’s right for you!

  • Jun 7, 2021
Roby Dhillon is the Branch Manager at the Newton branch of Envision Financial.
Manjit Lally, Envision Financial Branch Manager, says homeowners have many opportunities to save, even if they're not planning to sell their home.

3 ways homeowners can SAVE in a hot real estate market

Even if you’re not planning to sell, low rates and a busy market offer great opportunities

  • May 3, 2021
Manjit Lally, Envision Financial Branch Manager, says homeowners have many opportunities to save, even if they're not planning to sell their home.
Envision Financial Senior Wealth Advisor David Francilia. Learn more about financial planning at envisionfinancial.ca, and connect with a wealth advisor who can quarterback your financial plan

Focus on the fun stuff to make financial planning less frightening

Where you are, where you want to be, and the financial plan to get you there

  • Mar 15, 2021
Envision Financial Senior Wealth Advisor David Francilia. Learn more about financial planning at envisionfinancial.ca, and connect with a wealth advisor who can quarterback your financial plan
Manjit Lally from Envision Financial

Choosing a mortgage that fits your needs

Mortgages are complicated! Before you sign on the dotted line, make sure the fine print makes sense

  • Feb 15, 2021
Manjit Lally from Envision Financial
Brett Clark, an Investment Advisor with Envision Financial, says everyone's finances can benefit from a second opinion.

Invest in success — why a second-opinion can pay dividends

Time for a check-up on your financial health! A second set of eyes ensures you’re on the right track

  • Feb 1, 2021
Brett Clark, an Investment Advisor with Envision Financial, says everyone's finances can benefit from a second opinion.
Narendra Singh, Branch Manager at Envision Financial’s Fleetwood Branch.

The dollars and cents of mortgage refinancing

Talk to an advisor to find out how you can take advantage of low interest rates

  • Nov 16, 2020
Narendra Singh, Branch Manager at Envision Financial’s Fleetwood Branch.
David Francilia, Senior Wealth Advisor and Qtrade Advisor with Surrey’s South Point Branch of Envision Financial Wealth Management.

The Value of Expert Advice

Why you need a financial planner – and how to choose one

  • Oct 26, 2020
David Francilia, Senior Wealth Advisor and Qtrade Advisor with Surrey’s South Point Branch of Envision Financial Wealth Management.