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February 2019 Book a Meeting Client Login
 
 
RRSP Craze!
 
 
RRSP Craze!

Registered Retirement Saving Plan (RRSP) contributions is one of the many topics we can discuss with you. The most common question we receive is...

"Should I contribute to my RRSP or my TFSA?"

The answer is never the same as everyone is different. Our goal is to ensure our clients contribution matches their overall financial plan. Do you have a...

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How to Achieve Financial Success
 
 

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true:

Set Objectives

Goal setting is the foundation of achieving financial success. If you don’t have a target to shoot for, how can you expect to hit it? By writing down your goals, you will clarify them and establish your personal and financial priorities. Be specific when setting goals. For example, instead of having a goal to reduce debt, set a goal to reduce debt by a certain amount by a certain date...

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Everyone Needs an Estate Plan
 
 

Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew.

Vivian had remarried and chose to cut costs by using a do-it-yourself will kit. Because she had not allowed for the obligations set out in her deceased husband’s will, it took years and cost thousands of dollars in legal fees to settle her estate. As her cash assets earned income while held in trust, her heirs had to pay income taxes on income they hadn’t even received.

James had a substantial farming operation on the outskirts of a small town. The town grew and eventually...

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A thousand words will not leave so deep an impression as one deed.
 
Henrik Ibsen
 
Mutual Funds Provided Through FundEX Investments Inc. 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.   Full Disclaimer - Privacy Notice