Monthly Archives: April 2020


COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen

COVID-19 has impacted many areas of our lives: our health, our daily routines, and our finances. 

Today, David Vallieres is joined with Dr. Jeff Allen of Synergy Capital Solutions to discuss the coronavirus crisis, covering everything from social distancing to the different financial consequences of this global pandemic.

In this episode, you will learn:

  • Dr. Allen’s experience with COVID-19 and the importance of social distancing 
  • If warmer weather could decline the spread of COVID-19
  • How an emergency fund could help during difficult times 
  • The importance of considering financial and estate planning 
  • And more!

Tune in to now for David and Dr. Allen’s insightful explanation of the medical and financial impacts of COVID-19. 

Resources:  Synergy Capital Solutions | Your Financial Plan-It Podcast  | David Vallieres | Dr. Jeff Allen:


Special Market Update 3: COVID-19

In this special episode, David Vallieres is joined by Jordann Andrusiak, a team member of Synergy Capital Solutions and they are discussing the CAREs act recently passed by Congress and how it will affect the individual working person and retirees.

Tune in now to learn how the government is helping individuals get through this time of self isolation.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Jordann Andrusiak on LinkedIn


Ep 1: Meet Your Host, David Vallieres

Welcome to the inaugural episode of Your Financial Plan-It Podcast! 

In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more. 

In this episode, you will learn:

  • About Synergy’s mandate when helping families and businesses  
  • Who David Vallieres is: his leadership role, financial career, hockey, and family 
  • David’s best recommendation for clients, family, and friends
  • And more!

Tune in now to the first official episode of Your Financial Plan-It Podcast!

Resources:  David VallieresSynergy Capital Solutions