Joe Ferreyro Financial Solutions Inc.

02/19/2026

Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.

02/18/2026

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

02/17/2026

Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://bit.ly/4qHJ290

02/16/2026

As the Canadian oil and gas sector continues to automate, shedding 10,000 jobs in Alberta alone last year, and as the low-carbon transition accelerates, a new report urges Ottawa to adopt a “future-ready work force strategy” that better connects displaced workers with real opportunities. https://bit.ly/4aBh8FF

As the Canadian oil and gas sector sheds 10,000 jobs in Alberta alone last year, and as the low-carbon transition accelerates, a new report urges Ottawa to adopt a “future-ready work force strategy” that better connects displaced workers with real opportunities.

02/13/2026

Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.

02/12/2026

Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

02/12/2026

Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://bit.ly/4bLIDyw

02/11/2026

Did you know?

TFSAs are individual accounts, but there's a smart strategy for couples:
• You can gift funds to your spouse or common-law partner for their TFSA
• This doubles your household's tax-free savings potential
• Both accounts can grow separately, tax-free!

Reach out to see how we can help boost your family's financial future.
https://bit.ly/46BGnGD

02/10/2026

Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://bit.ly/3ZZe2Gq

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect. https://bit.ly/4amf1Fx

02/09/2026

Did you know?
Your TFSA can have a successor annuitant.

You can name your spouse or common-law partner to take over your TFSA after you pass away.

Key benefits:
• Maintains tax-free status of the account
• Simplifies the transfer process
• Preserves contribution room, if applicable

Reach out to discuss your estate strategy. https://bit.ly/4c3GsXp

02/06/2026

Thinking about moving your RRSP? Here's what you need to know!

You can transfer your RRSP, but only to another registered account. For example:
• RRSP to RRSP
• RRSP to RPP (Registered Pension Plan)
• RRSP to RRIF (Registered Retirement Income Fund)
• RRSP to FHSA (First Home Savings Account)

Remember: If you withdraw money from your RRSP, you’ll pay tax.

Keep your retirement savings growing tax-deferred by transferring, not withdrawing.
Reach out to find ways to optimize your RRSP strategy. https://bit.ly/3Zqb8ue

02/05/2026

Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options. https://bit.ly/4qjcSAA