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June 2021 Book a Meeting Client Login
 
 
Fingers Crossed About The Summer
 
 

After a very tough couple of months, things here in Alberta are starting to feel pretty good again. While the weather has been hit or miss, Natalie and I have got our girls outside every chance we get.

They are having fun riding their bikes around the neighbourhood and seeing their cousins and some friends at parks. We've spent the last fifteen months trying to support our community and our local restaurants. Granted, this has meant ordering in a lot more than we had done in the past, but we think it's been worth it! We've shopped at...

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Mortgage Insurance: Not Necessarily as Advertised
 
 

It’s all part of the process when you are arranging a mortgage for your new home. The bank employee inevitably asks if you would like to purchase mortgage insurance. No one likes to think about their own mortality; however, we all know deep down that stuff happens. People contract terminal illnesses or suffer debilitating or fatal accidents.

Knowing that your loved ones will be taken care of can provide some peace of mind - so you decide to accept the bank’s offer for mortgage insurance. But beware the policy may actually not provide the protection you are expecting.

Real-Life Tragedy

A few years ago, CBC Marketplace did an in-depth report ( In Denial ) on how many...

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Tax Planning for Severance Packages
 
 

Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their services are no longer required. The longer you’ve been employed with an organization, the higher your severance package will be. With the national job market still experiencing varying levels of stress, it is more important than ever to hang on to as much money from an employment severance settlement as possible.

If you don’t plan ahead, the tax authorities have no problem relieving you of your extra money. A professional tax and investment advisor will run through the options with you and help you choose a strategy that best fits your circumstances.

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The only place where success comes before work is in the dictionary.
 
Vidal Sassoon
 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.