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Plan your future with Joy.
© 2026, Plan With Joy Financial Services Inc. All Rights Reserved
Plan with Joy Financial Services Inc. specializes in Permanent and Term Life Insurance, Critical Illness Insurance, Income replacement plans, Individual and Group Health and Dental benefits, Investment funds, GIC, RRSP, RESP and Investment lending.
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© 2023 Plan With Joy Financial Services Inc.
It was such an honour to be chosen for the FP Canada Diversity in Action Scholarship! This amazing program is strengthening my knowledge and expertise as a financial planner, and increasing the level of service provided to all of our Plan With Joy clients.
If you're an aspiring financial planner from an underrepresented community, don't wait on this one. Apply by September 14, 2026 and give your career the boost it deserves.
🔗 Learn more and apply: www.fpcanada.ca/scholarship
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Squeezing in one last summer trip before back-to-school takes over? Here's a quick checklist to make sure you're covered before you go.
Home & Property:
🟡 Review your home insurance
🟡 Check your security systems
🟡 Update emergency contacts
Travel & Family:
🟡 Book travel insurance
🟡 Review health coverage abroad
🟡 Update your beneficiaries
🟡 Plan for those last summer adventures
Don't leave anything to chance — let's make sure this final stretch of summer is safe, fun, and protected.
Ontario residents, get travel insurance directly from our site: planwithjoy.ca/#travel-insurance
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Six months down, less than six to go! How are your financial goals tracking?
Just past the halfway point of the year is a great time to pause and reflect:
• Are you on track with your savings goals?
• Have your priorities shifted?
• Do you need to adjust your investment strategy?
• Is your insurance still aligned with your goals?
A mid-year review keeps you focused and ensures your financial plan still works for you. Ready to reassess? Let’s chat! 905-579-7890
planwithjoy.ca
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Summer vacation is here!
Before you book that trip, make sure you’re covered. Travel insurance protects you from unexpectedcancellations, medical emergencies, and lost luggage, so you can travel with peace of mind.
Did you know, if you live in Ontario, you can purchase travel insurance easily through the Plan With Joy website?
Head over to planwithjoy.ca today and secure your trip!
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Growing your family? It’s time to think about protection!
Starting or expanding your family brings joy and new financial responsibilities.
Here’s what to consider:
🟡 Life insurance to protect your loved ones
🟡 Education savings plans for your children
🟡 Disability coverage in case you can’t work
🟡 Estate planning for peace of mind
Family planning is financial planning. Let’s make sure you’re ready! Contact us at 905-579-7890 today.
planwithjoy.ca
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June is the perfect time to think about growth—both personal and financial!
Smart investment strategies can help your moneywork harder for you.
Whether you’re saving for retirement, a child’seducation, or a dream vacation, we can help you build a strategy that matches your goals and timeline.
Ready to grow? Let’s talk! 905-579-7890
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WHY ESTATE PLANNING MATTERS
🟡 FREE Virtual Event
🟡 Advance Registration Required
👉🏽 See link in bio
WEDNESDAY MAY 27, 2026
6:30PM
Estate planning isn’t just for later in life. It’s an important part of adulthood at every stage.
Join us for a practical and approachable conversation on wills, powers of attorney, beneficiaries, common misconceptions, and the simple steps you can take now to protect your wishes and loved ones.
Featuring: ▫️ Keachea Dixon, Keachea Dixon Barrister & Solicitor ▫️ Joy Russell, Plan With Joy Financial Services Inc.
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🎉 Congratulations on your big life change! Whether you’re getting married, starting a family, buying a home, or launching a business, your insurance needs are changing too.
Don’t let a major life event catch you unprotected. Let’s review your coverage and make sure your plan grows with you.
What’s new in your life? We’d love to help you plan for it – let’s chat! 📞 905-579-7890
planwithjoy.ca
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As we celebrate this season of renewal, it's the perfect time to reflect on what matters most—your family, your security, and your peace of mind.
This Easter, we're grateful for the opportunity to help you build a brighter financial future. Whether it's protecting your loved ones, planning for milestones ahead, or creating a legacy that lasts, we're here to support you every step of the way.
Wishing you a joyful, restful Easter filled with peace and hope for what's to come.
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Spring break is calling and you need to secure your trip. ✈️🌴🧳 Purchase travel insurance directly through the Plan With Joy website.
Travel insurance protects you from unexpected cancellations, medical emergencies, and lost luggage—so you can travel with peace of mind.
Get coverage today – go to planwithjoy.ca
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⚠️ March 2nd is your RRSP deadline. Here’s why it matters.
An RRSP contribution gives you:
✓ An immediate tax deduction (claim it on your 2025 return)
✓ Tax-sheltered growth on your money
✓ A head start on retirement savings
The best time to contribute was yesterday. The second best time is today.
If you’ve been thinking about it but haven’t taken action, we’re here to help make it simple.
Let’s chat. Contact us at 905-579-7890 today.
planwithjoy.ca/products
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Winter is the perfect time to pause and reflect on your money mindset. How do your finances make you feel? At Plan With Joy Financial Services Inc., we believe financial wellness is about confidence and peace of mind.
Let’s set intentions together for a prosperous, joyful year! Contact us today at 905-579-7890
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