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Tips to Maximize your Financial Potential, Amidst Your Busy Schedule.


In a fast-paced lifestyle where you are juggling your career, family, and personal hobbies; managing and growing your net worth might seem like an added challenge. However, by building some financial habits and leveraging your time, building wealth can get a lot easier. Here are some tips tailored to your busy lifestyle:

1. Set Clear Financial Goals:

When you think about your goals, a good idea would be to define clearly what your short-term, medium-term, and long-term goals are. Short-term goals would be anything you plan on achieving withing the next 3 years (Example: Buying a car in 2 years). Medium-term goals would be anything you plan on achieving between 3 to 8 years (Example: Buying a house in 5 years). Long-term goals would be anything over 8 years (Example: Reach Financial Freedom in 15 years).

2. Create a Realistic Budget:

Understanding your cash-flow is extremely important because it helps you make an educated choice when creating your goals, and other plans for your future.

3. Automate Your Finances:

One of the easiest ways to build wealth is to automate your bill payments, short term savings, and long-term investments. Automating portions of your finances is perhaps the most important because it doesn’t let your busy schedule get in the way of wealth creation.

4. Delegate Financial Tasks:

For busy professionals, delegating financial tasks to an advisor is important because time is scarce. Working with an advisor who can provide tailored strategies to help you increase your net worth and help you reach your goals is key to long-term success.

5. Maximize Tax-Efficient Strategies:

Using the help of an Investment Advisor, you could maximize your net worth by making good tax efficient decisions. This could be anywhere from selecting what account your investments are in, to how and when to wind down certain accounts before others. This could also include solutions that help an incorporated professional maximize their net income.

By implementing these tips, you could leverage the time of your financial advisor to make smart financial decisions. Anything that touches your finances, or has an impact on your financial future, could be passed through your financial advisor’s desk to ensure you are on the right track to success. Click here to schedule a free consultation if you require some guidance around building your wealth with a busy schedule.

- Jai Gandhi,  Investment Advisor

Jai Gandhi is an Investment Advisor at Endeavour Wealth Management with iA Private Wealth, an award-winning office as recognized by the Carson Group. Endeavour Wealth Management provides comprehensive wealth management planning for business owners, professionals and individual families.

This information has been prepared by Jai Gandhi who is a Investment Advisor for iA Private Wealth and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained here in may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.


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