Financial Advisor, Estate Planning, Insurance, Mortgage Broker and Loan Referral Services.
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Jeff has focused his practice on helping high-net-worth clients implement comprehensive financial strategies that help them reduce unnecessary risk from their portfolios, reduce taxes, and utilize estate planning strategies. He believes every person should have a financial plan to use as a planning guide, and then look to reduce or eliminate the situations that could [...]
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The financial industry is constantly evolving. For many years, people turned to stockbrokers for money matters. Then, insurance agents entered the picture. Stockbrokers are now called financial advisors, and insurance agents are sometimes financial planners. There are independent financial planners, fee-only money managers and even public accountants take care of clients’ money at some accounting [...]
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Vision
I help my clients ensure their desired lifestyle by implementing comprehensive and customized financial strategies developed and fine-tuned over my 27 year career.
While my clients are looking for financial peace of mind the financial industry often focuses on short-term perspectives and market “noise” which could lead to costly decisions based on emotion. It’s my [...]
Join me in Vancouver for a Lunch and Learn Seminar titled ‘Investing for Income in Uncertain Times’ on March 17 at 1 pm.
Click here for more details
Christian Farstad, CFA, CFP, FCSI at ScotiaMcLeod
Recently, I attended a reunion for my high school. Both my wife and I had a great time. There I saw friends I had not seen for over 25 years. Into the evening one friend approached me and shared his story. Tom was a great guy, he had attended law school, had been called [...]
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Today Canadians have to save up enough money to possibly last for up to 30 years of retirement. Not only that, but they also have to learn about investing and taxes. To be a successful investor one will have to learn how to control his or her emotions when riding the ups and downs [...]
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Recently I was contacted by a Bottom Line reader who was a partner of a public accounting firm in Toronto. The reason for his call was he was getting prepared to perform his annual review meetings with all his clients for the 2009 tax year. He shared with me that the reason for his [...]
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Today is a good day to empower yourself and your family…
To think about your financial tomorrow - People with a financial plan worry less and save more.
Together, we can create a financial plan to help you:
Know where your money is going
Understand where the money will come from for your family’s changing needs [...]
My brother's estate is in Ontario. He died without a will. I am a joint trustee. His ...
Please, post or advertise the current professional fee of all mortgage lawyers to avoid their own conflicts of interest in ...
My mother passed away in april 2009. She left a will but nothing was left to "exec" as she ...
Dean,
Wow.. I'm sorry I struck a wrong cord with you. At the time I posted this comment about the AMP, ...
If my husband and I are in proposal when our mortgage is up for renewal, what will likely happen? Will ...
Hi, I was wondering where I could go to get E&O insuance as a newly graduated Home Inspetor? 
Matt, you might want to do your homework! With the exception of NB & PE, all provinces have regulations. Also ...
Dear D. Rosenberg:
My advice depends on how much you are withdrawing from savings each year. Also, ensure that when you ...
I am trying to locate the Estate Trustee for an author who died in 87 and his wife who died ... Dear Annie
To help me answer your question can you tell me which 'pension' you are referring to? Is it the ...
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