Investments

The Post-Election Markets

Posted 17 Nov 2016 by Rick Irwin, CFP, CLU

A week ago, much to the surprise of stock market analysts, the media, pollsters and pundits alike, Donald...

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Debt/Finances

What is Coercive Tied Selling?

Posted 09 Nov 2016 by Melissa Allan

There is a fine line between trying to earn a client’s business to provide value added services and...

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Debt/Finances

5 Key Questions After a Job Loss

Posted 28 Oct 2016 courtesy of Financial Planning Standards Council

Job loss is one of those life events that packs a whammy, both financially and emotionally. Often it...

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Retirement Planning

Canadians Top 3 Worries About Retirement

Posted 12 Oct 2016 courtesy of Peter Wouters, Empire Life

What are your top concerns about retiring? Chances are you share those concerns with other Canadians like yourself....

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Investments

September 2016 Market Watch

Posted 21 Sep 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan, Lorna Maughan

After a sharp, but short, sell off at the end of June in the wake of the Brexit...

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Investments

Using Disability Savings Plans for Education

Posted 21 Sep 2016 by Lorna Maughan

If your child qualifies for the Disability Tax Credit, an RDSP might help with the costs of tuition...

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Retirement Planning

Investing in Knowledge: Lifelong Learning Plan

Posted 21 Sep 2016 by Patricia Bell, PFP

An investment in knowledge pays the best interest… At least according to Ben Franklin. Whether you’re retired or...

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Education Savings

What if We Never Use Our RESP?

Posted 20 Sep 2016 by Rick Irwin, CFP, CLU

If your child doesn't immediately go on to post-secondary education after high school, don’t worry. You have lots...

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Education Savings

Taking Income from an RESP

Posted 19 Sep 2016 by Rick Irwin, CFP, CLU

Putting money away covers the bulk of the planning to be done for education savings, but the details...

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