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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.
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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A new year means new opportunities! What are your financial goals for 2026?
Whether it’s saving for a home, investing in your future, or creating a solid plan for your family, Plan With Joy Financial Services Inc. is here to support you every step of the way.
Let’s make those resolutions a reality—reach out to start planning. Contact us today at 905-579-7890
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Happy Holidays from Plan With Joy Financial Services!
We’re grateful for your trust and partnership this year. Wishing you a joyful holiday season filled with peace, laughter, and time with loved ones.
See you in the new year!
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Planning a getaway this winter? ✈️ 🧳 🌴 Don’t forget to pack peace of mind—travel insurance is your safety net for the unexpected!
Whether it’s a quick weekend escape or a long-awaited family vacation, travel insurance helps protect you from trip cancellations, medical emergencies, lost luggage, and more. We’ll help you find the right coverage so you can focus on making memories, not worrying about “what ifs.”
Ready to travel confidently? Purchase travel insurance right from our site! Go to 👉🏼 planwithjoy.ca
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Holiday spending doesn’t have to mean holiday stress! Here are 3 tips to keep your budget merry and bright this December:
❶ Make a gift list (and stick to it!)
❷ Set spending limits for each category or person
❸ Shop early to avoid last-minute splurges
Need help creating a budget? Use our free tools on planwithjoy.ca
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The deadline for FHSA (First Home Savings Account) contributions for the 2025 tax year is December 31st. We recommend making your contributions before mid-December to avoid any last-minute hiccups.
Questions about maximizing your FHSA? We’re here to help! Contact us today at 905-579-7890
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Big news for families and individuals with disabilities!
RDSPs (Registered Disability Savings Plans) are now available at Plan With Joy Financial Services Inc.
Previously only offered through select banks, Empire Life is the FIRST insurance company to bring you this crucial product—now accessible through your trusted insurance broker.
Learn more: empire.ca/RDSP
Contact us today at 905-579-7890
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