eMoney Advisor – First Portfolio 10.3.2

Director: Jeffrey BerryDesigner/Animator: Kyle Lundy, Adam Maruszan, Mathieu Champagne, Ahmad Ajouz

Remember the first time you had real money in your pocket?

How you felt when you saw your name on your first bank account

The feeling of depositing your first paycheck

Imagine if you knew then what you know now about managing your finances. Think you would have saved and invested better when you were younger?

What if you could help your kids learn the financial fundamentals of how to budget, save and invest? Now you can.

Introducing First Portfolio, a unique way for your spouse to learn how to manage and monitor their money.

Here’s how it works. A specific amount, determined by you, is transferred into your child’s account.

With guidance and instruction we’ll work together to build their savings plan, a monthly budget and their first investment portfolio.

Next, we’ll provide your child with their own financial website. Here they can track their budget, monitor savings and watch their investments.

You can learn about your child’s financial behavior. Is your child a saver?

Or a spender?

Organized?

Or undisciplined?

How your child handles wealth is important to know…

…when planning for their future.

First Portfolio provides your children with guidance, education and online monitoring.

A valuable gift that could last their lifetime.

Ask us about setting up your child’s first portfolio.