Financial Advisor, Estate Planning, Insurance, Mortgage Broker and Loan Referral Services.
Serious about your investment strategy? Consider establishing a partnership with a professional advisor. Take the first step at Thinking About Investing?
April 30th has come and gone. Tax filers across the country have gone through the annual ritual for assembling tax receipts to figure out how much we earned and how much tax we will have to pay as a result.
Tax preparation, therefore, is really the act of summarizing the historical events of the past [...]
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 [...]
Find A Financial Advisor
As a part of retirement planning annuity income can compliment other incomes you are receiving. There are two types of annuities – “life” and “term certain.” Both these types of annuities can be registered and non-registered. This article will outline the details of life annuities and suggest reasons why you may wish to consider [...]
Find A Financial Advisor
Perhaps the biggest retirement question we face is, “Will I have enough?” Most of us want to know
that we’ll have a steady base level of retirement income that won’t run out too soon. Traditional
investment vehicles such as bonds, T-bills, and term deposits are often popular choices to achieve the
retirement goals of income generation, safety and [...]
Today, investing internationally is as easy as it is to stay at home. You can look to the U.S markets. You might also consider international mutual funds or listed, exchange traded funds. Or you can invest directly on foreign stock exchanges.
As a first step, Canadians can use the U.S. markets to receive the benefits of [...]
InvestorsFriend’s one-stop Global / International ETF reference Site provides:
Selected International Exchange Traded Funds (ETFs) and trading symbols
Fundamental data for each selected International ETF (P/E ratio and dividend yield)
Links to updated P/E ratio, dividend and other info for each International ETF
Links to [...]
Investors seeking income often limit their selection to bonds and give little or no consideration to preferred shares. They usually ignore preferreds simply because they don’t know much about them.
Perhaps the easiest way to think of preferred shares is that they are shares which behave like a bond. A preferred share represents an ownership interest [...]
Two of the first questions that an investment advisor must (by law) ask each new client, is ” What are your investment goals” and “What is your risk tolerance”?
These seem like simple questions. In reality they are both very complex questions. The vast majority of investors have never really thought through [...]
I love to eat and that is why my wife decided for the both of us were going on a family diet over five months ago. Like the markets, I am down over twenty percent of my body weight. I share this with you this month because as your client’s public accountant you can help your [...]
Find A Financial Advisor
I do not know about you but for me the year seems to start in the summer and end in the summer. I guess I never grew out of being a student, when every new year began after Labour Day, not on January 1st. So, for the start of my year, I thought I would [...]
Find A Financial Advisor
Brian
I actually use Naviplan financial planning software for my clients. I also use customized spreadsheets to demonstrate certain ideas as ...
Hi Christian,
It's been two months now why not tell everybody what kind of software you use to help people? ...
Gerry
Your company does not have to make contributions to CPP anymore on your behalf under the current CPP rules.
All ...
Christian,
Do mean preferred shares? Your bank owned web site has daily comments about the market. How can ...
Doru
The service Canada reports assume that you will be working until age 65 and that you would be continuing to ...
Brian
I am all for proper financial planning and for use of insurance in a well-structured estate plan. I just ...
Inflation is only one part what about taxes?
"A good balanced portfolio of quality dividend paying equities, preferred shares ...
Brian
As I mentioned before, I am very familiar with GLWB products. I understand how they work, I am able to ...
Doru
The CPP is a contribution based system. If you stopped working you will stop contributing and it would normally affect ...
Doru
If both your spouse and you qualify for OAS you both get it individually. If you both qualify for $524 ...
Loading...