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Louie Lapa
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Louie Lapa B.Comm. CFP®
Investment Advisor
604-895-3322
[email protected]
 
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EDUCATION: Monthly TIP


SAVINGS:  Having trouble saving a Dime?

Try the following:

1. Set a monthly BUDGET

2. Start a PIGGY bank for "special" goals like dream trip, vacation, gifts

3. Set up Pre-Authorized Savings with your Investment Account, NOT chequing or Savings (harder access)

4. Cut "Live Without" expenses: (Venti size coffee, extra bag of chips, 4 tops, extra running shoes etc) AND!!! Set money aside right away

5. Engage an Investment Advisor to Assist and provide guidance, ALONG with support, accountability and advice.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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