CrossPoint Financial @CrossPointFinan
Based in Ottawa, Ontario, boutique #assetmanagement & #financialplanning team dedicated to providing a superior #wealthmanagement experience for our clients. crosspointfinancial.ca Ottawa, Ontario Canada Joined February 2012-
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What To Expect From The Fed On Interest Rates In 2025 #interestrates #2025interestrates #inflation #mortgagerates #renewmymortgage ow.ly/RhcL50Ub5RK
Canada's inflation rate is falling, so why are grocery prices still so expensive? ow.ly/WK7z50Ub4lV
Curious about the Canada Pension Plan (CPP) and how it impacts your retirement planning? Check out the series on our website to get informed and prepared for a secure financial future!
This season of gratitude, we're thankful for you—our valued clients, partners, and community. Wishing you and your loved ones a wonderful holiday filled with joy, prosperity, and gratitude. 🦃🍂 #Thanksgiving #Gratitude #FinancialWellness #Thankful #PlanForTheFuture
As we step into this beautiful month, let’s embrace the cozy vibes, falling leaves, and all things pumpkin spice (or not)! What are you most excited for this month? Share with us in the comments! 🧡🍁 #HelloOctober #AutumnVibes #FallFun
We unravel the truths surrounding the option to take CPP early (starting as early as age 60) or delaying it until age 70. Delving into various scenarios and strategies, we examine the long-term consequences of these decisions. ow.ly/in0P50RlsV3 #canadapension #cpp
What are you doing with the extra hour this weekend? #clocksback #fallback #changeyourclock #timechange #endofdaylightsavingstime
A special shoutout to @EmondHarnden, #DebbieChang of Right at Home Realty, @CrossPointFinan , #Fratelliwestboro, @Edelman_EGA and #CSVArchitects for being beverage and lounge sponsors for our Purple Tie Gala 2023! Auction live at event.auctria.com/fd6da27d-06b9-… pic.x.com/OlXOggGSmU
We can help you host a family meeting to ensure your long-term planning wishes are met. ow.ly/Q9To50PK7iX FamilyFinance #FinancialPlanning #WealthManagement #FamilyWealth #MoneyTalks #FinancialAdvisor #EstatePlanning #GenerationalWealth #FamilyLegacy #InheritancePlanning
We’re grateful for amazing clients who make every workday feel fulfilling and purposeful. #thankful #grateful #purposeful #fulfilling #amazingclients #crosspointfinancial
We’re grateful for amazing clients who make every workday feel fulfilling and purposeful. #thankful #grateful #purposeful #fulfilling #amazingclients #crosspointfinancial
Your legacy includes both tangible and intangible gifts. Financial and non-financial assets. We can help with planning your legacy. ow.ly/Akav50PAVJI #legacy #lovedones #gifts #leavealegacy #crosspointfinancial
Assumptions can lead to misunderstandings, conflicts, & unintended consequences. Avoid assumptions, ensure your estate plan reflects your desires and provides the necessary guidance. Read our latest post. ow.ly/eGtl50PwH61 #estate #planning #financiaplan #financialplanning
Optimize Your Wealth with a Viable Risk Management Strategy. Risk Management is an area where one misstep or oversight can significantly negatively affect your family's wealth. Learn more here: ow.ly/NbYX50PqbeB #risk #riskmanagement #optimizeyourwealth
Planning for your retirement isn’t a one-time exercise you can do in one meeting. It will be an ongoing process that will involve a lot of thinking and modifying your plans as you age and your situation changes. #retire #retirement #retirementplanning #planforretirement
Exceptional Tax and Estate Planning advice can lead to positive outcomes, while anything less can prove costly. Our latest blog post discusses all of this - ow.ly/bgaw50Pn3BG #taxes #taxplanning #estateplanning #estate #goodadviceabouttaxes #crosspointfinancial #wealth
Inflation has fallen, but the Bank of Canada hasn't backed off rate hikes. Here's why ow.ly/GvoF50PjCeO #inflation #interestrates #
While we would never advocate taking on debt imprudently, there are some situations in which borrowing money is in the best interest of your family’s wealth. Read our latest blog post about our 8-step wealth process. ow.ly/QPb950PfwhR #debt #liabilities #crosspointfinancial
Today is Self-Care Sunday. Self-care is a vital part of your overall well-being. Take this Sunday to nourish your mind, body, and soul! #selfcaresunday
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