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​WealthBeing​™

by Envision Financial

 

HOW'S YOUR FINANCIAL HEALTH?


When you are in good financial health you feel at ease every day. You are free to pursue your goals and prepared to manage your future needs. To help you feel confident about your finances, we’ve created a growing collection of simple, and free, advice-based resources that will help you thrive. 

Maybe you want to make investment decisions aligned to your goals – or it’s time to get serious about saving money. Perhaps you’d like tips to improve your overall money-management skills – or you need to tackle a specific financial challenge. WealthBeing is the place to find expert, time-tested advice anytime you need it.  

Explore our podcast, webinars, videos, and articles and take steps towards improving your financial health. 

 

 
THE Wealthbeing podcast

Tune in to a podcast for financial advice from our own experts

Whether life has thrown you a financial curveball, or if you simply want to be more in control of your money, hear our experts and special guests diagnose the challenges and opportunities that can help you thrive.

Every episode, we share reliable financial solutions and simple strategies that you can use right away.

wealthbeing seminar series

Navigating the Homebuyers' Market


Join us for this free virtual seminar. Our panel of real estate and financial experts will discuss the current changes in today's market and set you on the right path.

  • Presenters: Mike Hartshorne South Island Home Team and our panel of experts from First West Credit Union: Helen Goodwin, Branch Manager – Penticton Main branch, Valley First, Evan Yuan, Branch Manager – Jubilee Branch, Island Savings, Roby Dillion, Branch Manager – Newton Branch, Envision Financial
  • Date & time: Thursday, May 12, 2022, from 6:30 pm to 7:45 pm PST


 

 

GUIDES TO BEING IN GREAT FINANCIAL SHAPE


Explore articles full of practical financial advice to grow your money and make the best decisions for your future. 

 
 


Check out more advice topics

Manage your money

Build your wealth

Grow your business

 

 

CAN WE ANSWER A QUESTION FOR YOU?


The best financial advice is tailored to your needs and goals. If you want personal support to plan for your future or help to make a financial decision, we would love to offer our expertise. Simply, get in touch with us.