The Next Level of Finance

More Money. Less Effort.

Joel Anglin

Insurance Advisor
Investment Representative

About Me

My Journey in finance began back in 2015. Before diving into the world of numbers, I charted my course through several successful ventures, including running my own financial advisory business.

In 2019, I took the plunge into creating my current financial practice, and it's been a thrilling ride ever since. I consider myself fortunate to be in a position where I can positively impact the lives of many. The concept of financial literacy fascinates me—it's a powerful tool that transforms lives by equipping people with essential skills. I've witnessed its personal impact, and it fuels my passion.

What I Do

My mission is to craft financial security programs tailored to my clients' unique aspirations. Together, we work towards turning dreams into reality.

Beyond Finance

Outside the world of finance, I'm an avid explorer of cultures. Whether it's through literature, sports, or engaging conversations about science, I'm always up for expanding my horizons. As a proud supporter of the Raptors, Jays, and Maple Leafs, you'll often find me cheering passionately for my teams.

Let's Connect

I believe in the power of connection. Whether it's discussing your financial goals or sharing insights about our favorite books, I look forward to getting to know you better. Let's embark on this journey together and make your dreams a reality.

Let's make it a conversation.

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

Recent posts

May 2024 market update

Jun 06, 2024

For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more

April 2024 market update

May 07, 2024

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

Read more

Revue des marchés de avril 2024

May 07, 2024

Pour le mois ayant pris fin le  30 avril 2024...

Read more

BUSINESS RESOURCES:

 

Free strategies, vital to any successful business: 

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Health & Dental Plans: 

Protect the people that matter the most. Find the best plan for you and your family today. 

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Freedom to ChooseTM health and dental insurance - Guaranteed plans

 

ARE YOU READY TO G.R.O.W? 

 

Click below for your free 15-min 'no-flulff' strategy session:

 

G.R.O.W with Joel

 

 

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