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Time to Build Your “Oops, I Did It Again” Fund: A Guide to Emergency Funds

Time to Build Your “Oops, I Did It Again” Fund: A Guide to Emergency Funds

Budgeting, Debt Management, Financial Advice, Future Planning, Investment Planning

Ever had one of those “why me?” moments when your car decides to throw a tantrum, or your washing machine stages a sudsy rebellion? Well, it’s time to outsmart those sneaky surprises with your very own emergency fund. Let’s dive in! How Much...
Springtime Finance: Budgeting Tips for the New Season

Springtime Finance: Budgeting Tips for the New Season

Budgeting, Financial Advice, Investment Planning, Retirement Planning

As the flowers bloom and the sun shines brighter, it’s the perfect time to refresh your finances and get ready for the new season. Spring is a season of renewal, and that applies to your money management as well. Here are some finance-focused tips to help you...
The Power of Consistent Investing: Understanding the Law of Averages

The Power of Consistent Investing: Understanding the Law of Averages

Financial Advice, Financial Security, Future Planning, Investment Planning, Retirement Planning

Investing can be a daunting task, especially when it comes to navigating the ups and downs of the stock market. However, one investment strategy that can help smooth out the volatility is known as the “law of averages” – the principle that the...
Setting SMART Financial Goals for a Prosperous 2024

Setting SMART Financial Goals for a Prosperous 2024

Budgeting, Future Planning

As we approach the new year, it’s essential to consider the financial milestones we aim to achieve. By setting specific, measurable, achievable, relevant, and time-bound (SMART) financial goals, we can focus our efforts and increase our chances of success....
Beat the Holiday Hustle: 6 Ways to Navigate the Financial Frenzy this Festive Season

Beat the Holiday Hustle: 6 Ways to Navigate the Financial Frenzy this Festive Season

Budgeting

The holidays are here: This means you’re about to have to spend a ton of money, YAY! Early planning and research are crucial to ensure a well-managed and cost-effective holiday experience. In this blog post, we will explore the best holiday budget tips, including...
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1 Ave. Holiday, Tour Est, Suite 315
Pointe-Claire, Quebec
H9R 5N3
Mobile (514) 609-8313
Fax (514) 697-5813
Email steven.persaud@smwm.ca

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Insurance products, including segregated fund policies are offered through Everest Financial Services Inc. and our advisor Steven Persaud offers mutual funds through IPC Wealth Inc. IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license to IPC Wealth Inc.

Click to view details of IPC Wealth Inc. Disclosure & Privacy

Insurance products, including segregated fund policies are offered through Everest Financial Services Inc. and advisor Steven Perasud offers mutual funds through IPC Wealth Inc. IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license to IPC Wealth Inc.

For the IPC Wealth privacy policy, click here.

Make your investment decisions wisely. Important information about mutual funds is found in
the Fund Facts document. Please read this carefully before investing. Commissions, trailing
commissions, management fees and expenses all may be associated with mutual fund
investments. Mutual funds are not guaranteed, their values change frequently and past
performance may not be repeated. Unit values and investment returns will fluctuate

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