Open Access Ltd

Happy International Women's Day! One of the very best things about IWD is that the day belongs to everyone, everywhere. Collective action and shared ownership for driving gender parity is what makes International Women's Day impactful.

@Advocis A3: For sole proprietors especially, insurance can't go overlooked. The onus rests solely on you to protect your income and your family. Being your own boss is wonderful, but it also requires building your own nets to catch yourself if you fall... #AdvocisFLM22Chat

Q3: What do you think is the greatest risk that a lack of financial literacy could have for clients who own and operate their own businesses? #AdvocisFLM22Chat

@Advocis A2: Responsible debt management is key. Canadians have a debt problem, and a lot of that debt weighs heavy in the hands of young adults. Understanding how debt products work and the responsibilities that come with it is a great way to set oneself up for success! #AdvocisFLM22Chat

Q2: What aspects of financial literacy do you believe could have the greatest impact on the families of your clientele, including members of it (i.e., children, non-immediate relatives) who may not yet be your clients? #AdvocisFLM22Chat

@Advocis A1: The basics of budgeting and cashflow planning are fundamental to anything else you are trying to achieve from a planning perspective. Without a grip on your cashflow, all other planning falls short of the mark. #AdvocisFLM22Chat @AdvocisToronto

Q1: In 2021, an Advocis poll found that 67% of financial advisors felt that greater client financial literacy would help them advise clients more effectively. What aspects of finance and money do you believe are critical for clients to understand? #AdvocisFLM22Chat

Let's get the #AdvocisFLM22Chat off and running. 🚀 We'll be listing the questions and using the standard Q1 format. Please respond with the standard A1 format for each of your answers along with #AdvocisFLM22Chat. RT if you’re ready! 🙌

@Advocis 👋🏻 Cindy Marques here from @AdvocisToronto and @OpenAccessLtd. Having access to financial literacy resources is one thing, but being given the support and guidance on how to put those resources to use is another. We're here today to help Canadians put that knowledge to work!

Welcome, everyone! 👋 Before we kick off our #AdvocisFLM22Chat, please feel free to introduce yourself and include why you think it is important for Canadians to build greater financial literacy.

On #RemembranceDay, we acknowledge the courage and sacrifice of those who served their country and acknowledge our responsibility to work for the peace they fought hard to achieve. 🇨🇦 #WeRemember #LestWeForget

On behalf of our team at Open Access, we wish you a bright and joyous Diwali. May this festival of lights illuminate a future of wellness and prosperity. 🕯️✨

Find something you love to do, and you'll never have to work a day in your life. Happy Labour Day! #happylabourday #openaccessltd

Enjoy Your Civic Holiday! #civicholiday #OpenAccess

Happy Canada Day to all. #happyCanadaday #OpenAccessLtd

A mother is she who can take the place of all others, but whose place no one else can take. We wish you a wonderful Mother’s Day! #Happymothersday

Switch off from work and your to-do list to spend time with those who mean the most to you this Easter break. We hope you enjoy a safe and happy long weekend with your loved ones. #Easter #Easterholidays #Easter2022

Happy St Patrick’s Day! Today we celebrate Irish culture and the Irish-Canadians who have helped make Canada the amazing place that It is today. #StPatricksDay #Ireland #StPaddysDay #immigrants

We are so grateful for the incredible female colleagues, friends and family members who enrich our lives every day. On International Women’s Day we celebrate diverse female voices who fight injustices to create a more diverse and inclusive society. #Internationalwomensday2022

This #BlackHistoryMonth, we acknowledge the history and perspectives of Black and Indigenous and People of ​Color (BIPOC). Thank you to all those who continue to fight against discrimination. #BlackHistoryMonth #diversity anti-racism

Many Canadians were able to save more during COVID-19. How can you benefit from your savings now and during retirement? This month’s blog offers 4 tips for investing your money wisely and keeping more money in your pocket. openaccessltd.com/covid-19-and-r… #COVID #savings #retirement

Where are stocks headed in 2022? Follow the money. Yes, the market is near all-time highs. But, so is corporate profitability

Are you saving enough money for your future self? This month’s blog features three tips to help you increase your savings and live a life that works for you. openaccessltd.com/take-control-o… #financialliteracy #retirementgoals

In honour of Remembrance Day, we pay tribute to all those who served our country and gave everything to protect our shared values and freedoms. We also acknowledge those who continue to defend and serve Canada today. Thank you for all that you do. #RemembranceDay2021