Growing Families

MY FAMILY IS GROWING, WHAT DO I NEED TO DO?

Growing Families
Who
Priorities
Who
  • Age 30 to 44
  • Starting to be established in career
  • Recently married/common-law relationship
  • May have children
  • Recently purchased first home
Priorities
  • Paying off mortgages
  • Establish an emergency fund
  • Staying on Budget (Download our app!)
  • Make a spending plan-short, medium and long term
  • Saving for children’s education
  • Saving for retirement
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
Learn More

Latest News

Transferring Wealth to Future Generations

You’ve worked hard throughout your life and, with some savvy financial planning, have managed to accumulate an impressive portfolio. Perhaps you’re starting to consider some financial strategies that will provide future generations of your family a head-start to achieve their...

To Farm or Not to Farm? A Question for the Next Generation

The family farming business has been carried on by the family for generations. Now, the current generation operating the farm is starting to think about retiring. There are some tax efficient strategies to pass the farm on to the next...

July/August COMMENT Newsletter

COMMENT is an informative newsletter targeted to the unique niche that CLU advisors occupy in the financial services industry, with a focus on risk management, wealth creation and preservation, estate planning, and wealth transfer.

Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

Contact Us

Parwez Financial Group Ltd.
Tel: 306-525-2523
Email: info@parwezfinancial.ca

207 – 4401 Albert Street
Regina, SK
S4S 6B6

About

We take pride in designing and providing unique, innovative and tax-efficient insurance solutions for our clients in collaboration with their legal and tax advisors. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance carriers in Canada for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning
© 2019 Parwez Financial Group Ltd