If you’re not investing, you’re missing out

I recently had lunch with a friend and we brought up money and investing. She explained that she was scared to lose money through investing and she didn’t have the knowledge to invest. Does this sound like you?

She had savings in her TFSA and RRSP but none of the money was invested. There was money sitting in her accounts, earning a tiny bit of interest (probably 1-2%)

Yes, investing is scary, intimidating and unknown to many of us but there are many options to minimize risk. Let me explain…

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Ambitious Adult: Gord Manzer (Insurance/Financial Advisor)

Gord is an Insurance/Financial Advisor. We met over Twitter when I was launching Ambitious Adulting and he graciously agreed to share some of his tips to other Ambitious Adults.

G Manzer A B&W

What is something you do to help other ambitious adults? 
I provide financial advice and business advice to young entrepreneurs starting their own business.
How did you get started in your career? 
I first started my insurance career as a service rep for a pay cheque, but realized after about two years that I was making a real difference to some of my clients. I then made the decision to open my own office in my hometown (Waterdown) where I could help the people I care about most, those in my community.
Ambitious Adults should always keep learning! What are you working on learning?
I’m currently working on my Certified Financial Planner (CFP) and Chartered Life Underwrite (CLU) designations to better help my clients plan for today and the future.
What advice can you offer the Ambitious Tribe? 
Don’t be afraid to seek advice from any number of professionals, be it insurance and finance or a lawyer or an accountant. You can’t learn what you don’t know you don’t know.
Where can people learn more?

3 Steps to be Financially Well-Off

After I bought my house and started blogging in May 2016, many of my friends were coming to me for advice on how to invest and save. They saw that I bought a house, backpacked around the world a few times, and graduated university debt-free. Truthfully, I am still learning every day. I also know that Financial Well-being is personal and depends on individual lifestyles (earning, saving and spending).


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Teach ’em while they’re young #FinancialLiteracy

Growing up, my dad and I didn’t have a lot in common. I am his only daughter of his 4 children. piggy-bank-1446864_1920

As I grew older and started working, he sat me down a few times a year and taught me about saving. He opened my savings accounts, made me go to bank meetings with him and checked in with me about finances.

I assumed everyone’s parents talked to them about finances. Boy, was I wrong.

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