Financial Planning

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

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…

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.

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.

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.

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

A study put out by TD Insurance shows that a large number of Canadians are not talking about insurance with their families. This could leave their families at risk!

Most people’s retirement planning never takes into account the likelihood of them incurring significant health care costs. The reality is that only 23% of new drugs are covered by Canadian Provincial Public Drug Coverage.

Are the rich buying fancy wines and living extravagant lifestyles? After looking at this research it appears the rich are the ones living within their means, not the flashy lifestyle.

Many people put off looking at their life insurance as it’s not the most exciting topic in their world. It’s extremely important but you should know a few things about life insurance before you start shopping.