This was recorded LIVE at 4pm EST / 3pm CST on Monday March 30th 2020 with a very special guest. He's a Certified Financial Planner & Mortgage Specialist. You might have already seen him on previous Tetrault Wealth Advisory Group YouTube videos.
Adam Buss is our Wealth & Estate Planning Specialist here at the Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He also happens to be a mortgage expert and naturally, he provided some guidance and helpful resources on mortgage options. Here's what Rob and Adam talked about:
- Financial Planning
- Do I need to make changes in this market environment?
- Retirement planning – What do I need to know?
- Mortgage Deferral Options - does it impact my credit score?
- Interest is accumulating - How does it actually work?
- Interest rate changes - What you need to know
- Good time to review your insurance coverage (given that group policies may not be in place)
- Recapping a crazy week in the markets
- How close are we to the bottom?
- How are the March numbers looking to finish?
For your FREE Consultation with Rob and Adam, simply fill out the form on www.speaktorob.com
