Business In Burlington

Local Business - Socialized

Carolyn Moshtagh
  • Female
  • Burlington, Ontario
  • Canada
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Latest Activity

October 26
October 26
October 26
what are some of the small business needs?
October 24
October 24
September 14
September 14
September 14, 2009 from 8:30am to 9:30am
2 New Monday networking groups starting 8:30 am and 1:00pm at golden griddle Sample agenda Start 1:00pm Welcome, hand out business cards and sign in ...later on as we get to know one another we will say what referral we have , we are too new in...
September 11

Profile Information

What is the name of your business?
Financial security advisor
What is your main business telephone number?
416 500 9195
What business are you in?
finance and Insurance needs
Tell us more about yourself
Business Mission
“My clients have the comfort of knowing their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I can help them build a plan to fit their needs at every stage of life.”


Understanding Your Needs

As your financial security advisor, I can provide financial solutions to your needs including:


 Individual life insurance
- Participating
- Term
- Universal life
 Segregated funds, Mutual funds, RRSPs
 RESPs, Annuities, RRIFs and LIFs
 Individual disability insurance
 Individual critical illness insurance
 Individual health and dental insurance

 Business insurance
- Key person insurance
- Business continuation
- Buy/sell agreements
 Group insurance
 Group retirement plans
 Mortgages and Banking solutions

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Carolyn Moshtagh's Blog

Carolyn Moshtagh

What is the most important need of the small Business?

For most small business cash flow is the most important need: it is needed to purchase inventory, pay employees and expenses and improve the business.

A small business cannot run with out cash flow. So to make the cash flow work for the small business and not against it, there are some points to keep in mind:

1. spend as little as possible. Get only the immediate inventory needed, don't stock up and save the inventory for later. Later may not come if there is no cash flow.

2. Don't buy it if… Continue

Posted on August 24, 2009 at 8:33pm — 2 Comments

Carolyn Moshtagh

What is the cheapest life insurance you know of?

For those out there who don't know much about life insurance this is a good time to get a few pointers.

For those of you that know about life insurance; which is the cheapest life insurance you can get?

The 3 types of life insurance are Term, Whole life and Universal (UL).

1. Term can be used to cover a short term debt such as a mortgage or a buy sell agreement. There is no cash build up that can be withdrawn, you can't take a loan against the policy or assign it to the bank as collateral.

2… Continue

Posted on August 21, 2009 at 6:00pm — 5 Comments

Carolyn Moshtagh

STARTING....... networking group meeting for coffee

I am starting a business networking group that will meet on a monthly basis and give referrals to each other.

I am looking at Thursday around 11:00 am but that is not fixed in stone. Most likely at Williams Coffee Pub on Appleby and Upper Middle

I would like to have the format that is like a BNI without the cost. Typical meeting could look like:

Business/marketing tip of the month, pair off into groups of 2 to tell each other about our business. One business presents to the grou… Continue

Posted on June 26, 2009 at 3:04pm —

Carolyn Moshtagh

looking for a book on wealth?

If you are searching for a book on how to attract wealth try this one:


Great Book to try!





There is a ton of information out there, this is a place to start. if anyone would like to suggest a book please do so.
Carolyn

Posted on May 14, 2009 at 2:30pm —

Carolyn Moshtagh

Money Worries

What causes the most strees in our lives? Money !!! Money is an important part of everyday life, yet nobody is ever taught how to manage their finances effectively.

Where does your money goes each month, how do you plan for the future?

I can help you find the answers and reduce your stress levels.

I know where the pitfalls are, and use tried and tested strategies to help you manage your money better and make the most of it. I am also supported by a team of experts since no one can be an exper… Continue

Posted on May 12, 2009 at 9:30pm —

Comment Wall (28 comments)

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At 12:09pm on October 26, 2009, Tim Empringham said…
When/where is the Thursday group? I'm already booked this Thursday, but would be open to looking at the other group. What is the membership like in terms of numbers?
At 6:27pm on August 21, 2009, Adrian Davis said…
Hi Carolyn,

Sure. Let me know where and when. Thanks.
At 6:26pm on August 21, 2009, Adrian Davis said…
Hi Carolyn,

Yes. That's right. Not many people know that. You must be very clever!
At 12:00pm on August 20, 2009, Juan Otalora said…
Hi Carolyn,

Absolutely, I'd love to meet once a month and share ideas with the group.

Juan
marketingjot.com
At 9:17am on August 20, 2009, Curt Skene CHt CNLP said…
Thanks Carolyn.. In my experience the best way for me to network is to speak (i.e. deliver my program). Good luck with the group though.

Take care...

curt
At 10:34am on April 13, 2009, Lee Kirkby said…
Thanks...I'll check it out
At 9:31am on April 13, 2009, Lee Kirkby said…
Carolyn:

Sorry, the vendors space is limited to our current vendor group at this time, due to the restrictions on space we have available at our site. If you have a medical paperless solution we might be interested in talking about whether it fits with our portfolio of products and solutions...can you send me additional information on this?
At 4:21pm on February 27, 2009, JEFFREY said…
hi, Carolyn
do u feel this website running slow? I got wait and wait, such as to find somebody's profile, leaving comments.
At 7:44pm on February 25, 2009, Peter Mitchell said…
Hi Carolyn,

Glad you are getting the "newletter", enjoy the info.. The pictures you have posted here would make great custom cards for you from my system as well.
If you need any questions answered about SendOutCards just drop me a note.

I would be happy to give you a FREE GIFT ACCOUNT so you can really see the power of my system. Just let me know when to get in touch with you.

Peter
http://www.sendoutcards.com/pmitchell
At 4:06pm on February 25, 2009, Janet Barclay said…
Hi Carolyn,

I'm not sure if I'll be going to the one in Hamilton or Burlington next month - it depends on my workload which one will work better into my schedule.

Janet
 
 

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