Investments

August 2018 Market Watch

Posted 01 Aug 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP

Global stock markets generally fared well in the second quarter of the year, with the US stock market...

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Retirement Planning

When do I have to close my RRSP?

Posted 20 Jul 2018 by Patricia Bell, PFP

There’s always a lot of discussion around when is the right time to take funds from your retirement...

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Trinity Wealth Company News

Posted 05 Jul 2018 by Rick Irwin, CFP, CLU

2018 marks the year of a number of milestones for Trinity Wealth Partners. With these milestones came a...

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Debt/Finances

Household Spending Habits: How do you Compare?

Posted 22 Jun 2018 by Natalie LeBlanc

Do you think you spend too much money going to the movies every week? What about your grocery...

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Investments

How to Avoid TFSA Over-contribution

Posted 05 Jun 2018 by Natalie LeBlanc

In 2009 the Canadian government introduced the Tax-Free Savings Account (TFSA) to help Canadians grow their savings without...

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Estate Planning

How Beneficiary Designations Work

Posted 08 May 2018 by Rick Irwin, CFP, CLU

Opening an investment account involves a fair bit of paperwork. Depending on the account type, part of this...

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Investments

May 2018 Market Watch

Posted 04 May 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP

The recent volatility of the world markets follows a period of steady growth that was, in fact, more...

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Debt/Finances

Nova Scotia Down Payment Assistance

Posted 30 Mar 2018 by Melissa Allan

The 2017 Nova Scotia budget implemented a new Down Payment Assistance Program to help first-time homebuyers qualify for...

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Debt/Finances

New Mortgage Qualification Rules

Posted 13 Mar 2018 by Melissa Allan

For years, we’ve heard about the Canadian housing bubble and the threat of a potential burst, particularly in...

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