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Investing- Where to Start??

Writer: Alison CannellAlison Cannell

Many people are wanting to begin investing however they just don't know where to start. It can be an extremely overwhelming process without the proper help and guidance, especially with all the new products and trends taking over social media.


At Cannell Wealth Management we are here to make this process as simple and seamless as possible.


Below are a few basic tools from Dynamic Funds to help beginners get started on their financial journey with budgeting. Select if you wish to create a budget for an individual or for a couple below, fill out the chart and you're on your way! A simple budget can go such a long way.


It does not matter your age or knowledge of investments, you get started by simply getting started. Reach out to us to learn more about the process and to begin realizing your financial goals.













 
 

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered. Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc.

© 2025 by Cannell Wealth Management

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