Feb 25, 2021 | Financial Advice, Investing, Retirement Planning
Are You a Mature Investor Looking for Options? With the decline in interest rates over the past 20 years, conservative retirees have become more and more open-minded to looking beyond traditional GIC investments. GICs, or Guaranteed Investment Certificates, have long...
Feb 25, 2021 | Financial Advice, Investing, Retirement Planning
How Confident Do You Feel About Retirement? How do you envision your retirement? Are you anxious and excited to enter that stage of your life; confident you will have the time to do what you want, and enough money to feel confident about your income security for life?...
Sep 15, 2017 | Financial Advice, Insurance, Investing, Retirement Planning
What Exactly Does a Financial Advisor Do The answer may not be that simple! When most people get asked what they do for a living, the response typically doesn’t require a detailed explanation. We all understand what a police officer, firefighter, doctor, nurse,...
Mar 14, 2017 | Financial Advice, Investing, Retirement Planning
Consider the Possibilities of a TFSA Portfolio RRSP, RRIF, SRIF, LIF, LRIF, LIRA, RESP, RDSP, SRRSP, RLSP, TFSA. It’s no wonder most Canadians find the world of saving and investing confusing. Now add in CDIC, CUDIC, PEFP, MFDA, IFIC, IROC, RDBA, FSCO, FPSC, CFP, CLU,...
Mar 10, 2017 | Financial Advice, Investing, Retirement Planning
A Higher Standard in Financial Planning Financial planning matters In fact, according to a recent poll completed for the Financial Planning Standards Council (FPSC), 81% of respondents who have completed a comprehensive financial plan with a Certified Financial...
