Dri Financial Group
95 St. Clair Avenue West, Suite 1400 M4V 1N6 Toronto, ON, Canada

It's #NYE and I'm taking the time to reflect on the past year and looking forward to a new and improved 2021. What's your #NewYearsResolution? I'm focusing on health. And not just my physical health but my mental, financial and business health. Financial health is easy to achieve. It's less time consuming and requires less ongoing effort than making time to eat greens or attend Pilates class. Well it is when you have the right team and plan in place! Let us help you take ca...re of your financial health in 2021 so you can work on your personal and business health! Let's chat soon! But for now, enjoy ringing in the new year :) #TeamDFG #NYE #Finance https://e.gv6.co/aadbKf

If you're focusing on your financial health in 2021, paying off bad debt is critical! If you think about debt repayment as an 11-16% return, this mindset shift can be all that you need to start prioritizing debt repayment. More on this on the blog: https://e.gv6.co/aWFQSx

"Can I time the market?" - A question I get all the time from my #businessowner clients! In my latest blog, I talk about how we make informed predictions using proprietary #financialmodels to help maximize returns during market fluctuations. Check it out! https://e.gv6.co/abQMOy

#DoubleTaxation: What is it and how can you avoid it as a #businessowner? Tax planning is a critically important part of your #financialplan. Avoid this common tax blunder with some research and strategic planning. Check-out this blog to get started: https://e.gv6.co/aSgtEd

As part of our annual review, our team always takes time to look at our wins for the year. We love what we do, but the best part of the job is hands-down our happy clients! We've compiled some of our favourite #successstories in the link below if you want to learn more about what our team does to help our clients achieve #finanicalindependence. #TeamDFG #Finance #FinancialPlanning https://e.gv6.co/aLhpne

Let's talk about fulfillment! Not just financial fulfillment but real, genuine life fulfillment. Since I work exclusively with #businessowners, I often see incredibly successful #entrepreneurs with tremendous financial success in their business but very little fulfillment outside of their life's work...Dear business owners, are you taking time to focus on living your best life or just filling your bank account? At Dri Financial Group, we believe that #financialindependence a...nd living your best life are deeply connected. It's our goal to help you find this balance and live the life of your dreams, worry-free. Learn more about our approach to financial independence in my ebook The Ladder to Financial Independence. Follow this link for your free copy of the ebook! https://e.gv6.co/aipJfB

If #financialindependence is on your to-do list for 2021, I suggest you start by reading my FREE ebook The Ladder to Financial Independence. It's a great starting point for people looking to change-up their financial plan or investor mindset. If you're someone who works extremely hard to create financial success for you and your business but do not take the time to tend to your personal finances, this book is for you. In this step-by-step guide for business owners, you will... learn how to earn, save, invest and protect your investments so you can live a life of financial independence. And most importantly ENJOY and LIVE a truly rich life. Download your free copy here: https://e.gv6.co/ab6xDu

This week on the #TeamDFG blog I write about spending habits. A very common issue for couples and one I see a lot as a #financialadvisor. If you and your partner have different spending habits, this could be a good one for you! Check it out below.

As kids head back to school it's important to remember that for our mental health and for our pocket book, keeping things simple is important. As business owners, I'm sure you're comfortable with a full schedule and a never ending to-do list but, it's important to remember that overscheduling, more often than not, leads to burnout; despite best intentions. Protect your time and your pocketbook by being deliberate with your scheduling. ... Learn more about the common mistakes families make when it comes to budgeting our time and our money. #TeamDFG #FinancialPlanners #WealthNavigators https://e.gv6.co/aWFzGy

University may look a little different right now but one thing is the same - you have to pay for it... I get this question all the time from my clients: How should I pay for my child's university as a business owner? Is it any different than how anyone else would? ... Find out more in the blog linked below. https://e.gv6.co/aFbLjj

If you do not contact the insurance company, your former spouse will continue to be the beneficiary of the policy. Make sure you're up to date!

If any of the following have changed since your last Will was drafted, you should review it:

You should specify how to determine when the #document should come into effect to ensure your affairs will be in order

Shana Tova to all those celebrating the Rosh Hashana. Best wishes for a sweet new year from #ScotiaWealthManagement.

Today's infographic focuses on attempting to list the top contenders for the title of the richest person ever

Unlike an RRSP, your contributions are not tax-deductible, but the funds grow tax-sheltered until paid out to the #beneficiary

As a financial advisor in Toronto I have seen many different types of investors. From clueless and disengaged to overconfident and extremely involved What I've found is that the best investors are confident but not overly confident.

Nearly half of the caregivers in Canada are caring for an aging parent or parent-in-law. What financial considerations should you make before you transition into a caregiver role? Learn five key steps to ease the transition and how Total Wealth Planning can help.

This infographic displays the remarkable changes in purchase trends by showing the top ten increases in shopping categories, as well as the top ten decreases in shopping segments from March 2019 to March 2020.

For many #business owners, especially those in closely held #businesses, preparation for succession or the sale of their #business is crucial for the owners' financial future

Last week, I wrote about my financial plan during COVID-19. This week, I share how the observations I've made during this pandemic have reshaped my views regarding my post-COVID financial plan. But first, an update on how my family and I are doing.

Up until five months ago, my financial plan was clear and had a long-term horizon. One day in mid-March, my world changed in a matter of hours. And in some important ways, so did my financial plan. Here's what happened.

We all want the very best for our children and our family. But at the same time, we want to be thoughtful parents who raise considerate & independent children. I want to share with you five common money mistakes parents make while raising their children.

Too often, I hear from investors that they don't trust stocks because they cannot "touch or feel it". This is a perspective on investing that has never made sense to me https://e.gv6.co/abgUN7

When the coronavirus pandemic hit in mid-March, everyones world shifted. I began working from home, the schools closed, and I had to navigate a whole different routine. With stay at home measures in full effect, Ilike many of youfound that my habits and routines shifted. I found new ways to obtain the things my family and I needed while keeping ourselves safe. Flash-forward five months later... Weve learned so much about ourselves and our priorities. So much has changed and Im sure theres more change to come. Ive had a lot of time to reflect over these past few months so I thought I would share with you five lessons I learned during the pandemic. https://richarddri.ca/five-financial-lessons-of-the-pande/

For business owners, building a successful enterprise is only part of the journey. To live well and become the best version of yourself, it is essential to achieve financial independence. And this is how I do it.

The third element of my philosophy for living, planning and investing isn't broken down into three steps. It's an invitation to embrace a new way of thinking about one of the most engrained and established notions we have about work: retirement. https://e.gv6.co/axOk9A

There is nothing quite like envisioning a life where you call the shots and make all the decisions. Where you don't have to worry about money. Where you decide how to spend your time, your money and your attention. https://e.gv6.co/adbrR1

Having spent the majority of my career working with business owners, while also building my own business, I know firsthand about the challenges and obstacles that arise from starting a company.

Before hiring a new financial advisor, or when thinking about whether you should stay with your current advisor, it's critical that you look in the mirror and do your part to make sure the partnership a success.

Lessons from the last six months and a look ahead. Throughout the quarantine, we kept the office open and serviced. I am proud to say we made hundreds of calls and answered numerous email questions all while maintaining safe protocol procedures.

New episode on the Richard Dri Wealth Navigator podcast: Avoiding COVID Burnout with Dr. Irene Cop. We discuss the impact that COVID has on burnout' in people, and how to switch to success. #podcast #brainhealth #wealth #richarddri #drifinancial

Rendon said the robot could help allow surgeries to continue if the province faces a second wave of the coronavirus or shuts down, but the da Vinci Robot still isn't a permanent fixture in the QEII.

The expansion of the CEWS program appears to be the federal government's key priority with respect to tax changes for 2020.

Add up that space and divide the number into the entire square footage (or metres) available within your home

If cognitive issues start to appear, do not delay seek out good professional help early on to ensure the best possible outcome in an undoubtedly difficult situation

On March 16th the Dri Financial Group transitioned to a new working environment. Here's what happened since.

Listen again to my podcast with Frank Benedetto: Insurance defense and cyber security. #podcast #insurance #cybersecurity #finance #financialadvice

Now that I have your attention, let me explain.

Trying to play catch-up could be worse Back to video