GROW - First Foundation Wealth Management
Top 5 Reasons to Get a Mortgage with First Foundation
At First Foundation, we believe in more than just providing mortgages—we focus on building lasting relationships based on trust, integrity, and value. Here are the top 5 reasons why choosing First Foundation is the right decision for your home ...
Applying for Life Insurance, Disability Insurance, or Critical Illness Insurance
Does First Foundation Offer Life Insurance? Yes! Apply for Life Insurance, Disability Insurance, or Critical Illness Insurance Online! If you need a life insurance quote, a disability insurance quote, or a critical illness insurance quote, you can ...
Manulife Vitality Program Overview
What is the Manulife Vitality Program? The Manulife Vitality Program is a wellness initiative that rewards you for making healthy lifestyle choices. By engaging in activities like exercising, getting check-ups, and completing health assessments, you ...
What is Disability Insurance?
Summary: Disability insurance provides financial protection by replacing a portion of your income if you're unable to work due to illness, injury, or mental health issues. This coverage is essential to maintain financial stability for you and your ...
Frequently Asked Questions About Life Insurance
Life Insurance FAQs Q: What is life insurance? A: Life insurance is a contract between you and an insurer that provides a sum of money to your beneficiaries upon your death. Q: What types of life insurance are there? A: Common types include term life ...
Does First Foundation Offer Estate Plans?
Yes We Do! Estate Planning: Protecting Your Legacy Estate planning ensures your assets are distributed according to your wishes after your passing. It involves creating legal documents that outline your desires for your property, finances, and ...
Does First Foundation Help With Retirement Income and Tax Planning?
Yes! We do! Maximizing Retirement Income Retirement income typically comes from a combination of sources: Pensions: Whether from a former employer or a government plan (CPP, QPP). RRSPs and RRIFs: Converting these registered plans into income during ...
Understanding Investment Products
The Importance of Diversification Diversifying your investments across different asset classes is crucial for managing risk and maximizing returns. First Foundation offers a range of investment products on their platform to suit various risk ...
Retirement Planning: Securing Your Future with First Foundation
Planning for a comfortable retirement is crucial. First Foundation offers a variety of tools and resources to help you achieve your financial goals. Defining Your Retirement Goals Understanding your desired retirement lifestyle is the first step. ...
What is Financial Planning?
What is Financial Planning? Financial planning is the process of creating a roadmap for your financial future. It involves assessing your current financial situation, setting clear goals, and developing strategies to achieve them. Key Components of ...
Financial Planning for Seniors
Retirement marks a significant life change. Careful financial planning is essential to enjoy this phase comfortably. Key Financial Considerations for Seniors Income Sources: Maximize income from pensions, RRSPs, TFSAs, and government benefits (CPP, ...
Budgeting and Cash Flow Management
The Importance of Budgeting Creating and sticking to a budget is fundamental to financial health. A budget helps you track income, expenses, and savings goals, empowering you to make informed financial decisions. Key components of a budget: Income: ...
Building and Maintaining Good Credit
A good credit score is essential for accessing loans and credit at favorable terms. Here are some tips to build and maintain a healthy credit score: Credit Report: Regularly review your credit report for errors and discrepancies. You can access a ...
Debt Management Strategies
Create a Debt Repayment Plan: Prioritize high-interest debts for quicker repayment. Utilize the First Foundation Accelerated Debt Repayment Calculator to develop a plan that considers extra payments: Allocate a portion of your income specifically for ...
Understanding Debt
Debt can significantly impact your financial health, so managing it effectively is crucial. Types of Debt: Credit cards Student loans Mortgages Personal lines of credit Auto loans These each have different repayment terms and interest rates. ...
Financial Planning for Middle-Aged Adults
Middle age often brings increased financial responsibilities and a shift in financial goals. Key Financial Considerations for Middle-Aged Adults Mortgage and Home Equity: Evaluate your current mortgage to explore options like refinancing or accessing ...
Financial Planning for Young Adults
Young adults often face unique financial challenges, such as student loan debt, building credit, and saving for a down payment. Key financial goals for young adults: Establishing credit: Building a positive credit history through responsible credit ...
Could you tell me if you are able to purchase Vanguard and Ishares etfs for a retirement account?
First Foundation Financial does use Vanguard and iShares ETFs, among others! Want to learn more? Schedule time with a Financial Advisor!
Does First Foundation Offer Loss of Employment Insurance?
Loss of Employment Insurance - AKA "Layoff Insurance" No - Layoff Insurance is no longer available. First Foundation used to offer this product, but it was discontinued by the insurance comapany, and we haven't found a suitable replacement.