12
Apr

2013 Federal Budget Has Been Released… What does it Mean?

The 2013 Federal budget has been released. What are some of the changes? How does it affect your financial plan?

6
Feb

Retirement Income: Is there a “Magic Number”?

While there is little doubt that the retirement landscape has changed, so to has our perception of what our golden years should entail. While many still envision wintering in sun and surf, most of us realize that a phased entry into retirement spent among family and friends is the more likely scenario.

5
Feb

How RRSP’s Work

Need more information on how RRSP’s work and how they can benefit you? Watch this video!

7
Aug

WCB – Are you Actually Covered

As a self employed person you are likely paying for WCB. Have you ever had anyone check the amount you’ll actually be covered for if you can’t work due to on the job injury? You could be paying for coverage you’ll never receive.

17
Jul

Testimonial

Testimonial – “I referred him to my growing family to make sure they were covered for ‘all of life’s what if’s.'”

20
Jun

Buy or Sell… What do we do?

With market swings starting to feel like the norm rather than the exception, what are you supposed to do with your investments? Sell to cash? Read on…

18
Jun

Are You Invested In Canada Only?

If you are investing within Canadian borders only, you are likely missing out on returns. “By investing in both developed and emerging markets [you] can enhance performance” states David Graff.

11
Jun

How Financially Healthy Are You?

People generally fall into 3 categories when it comes to their financial health. These categories range from completely healthy to underwater. What stage are you in? A financial planner can help.

6
Jun

Your ‘Safe’ Portfolio Could Cause You Problems

Your presumably safe and secure investments may be anything but if interest rates increase. It could devastate your portfolio, just because you wanted to be safe and secure.

30
May

Where are your Children Learning their Money Sense?

If schools aren’t teaching our children about money management then who is? Can they learn it online?