May 2017 Market Watch

Posted 01 May 2017 by Melissa Allan; Patricia Bell, PFP

Concerns about the future of North American trade regulation and tax reform are growing along with those in...

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Retirement Planning

Maximizing your Canada Pension Plan Income

Posted 25 Apr 2017 by Rick Irwin, CFP, CLU

The Canada Pension Plan (CPP) is an important cornerstone in retirement income planning, designed to replace 25 percent...

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Retirement Planning

Start Saving Early

Posted 11 Apr 2017 courtesy of Great-West Life

Starting early is a great way to reach your long-term investment goals with the help of compound interest.

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Education Savings

The Canada Child Benefit Overview

Posted 06 Apr 2017 by Melissa Allan

Well it’s been a little over a year now since the Liberal government announced the end of the...

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Investments

The End of Canada Savings Bonds

Posted 28 Mar 2017 by Rick Irwin, CFP, CLU

The recent federal budget was fairly uneventful, with no new significant tax measures and limited new spending programs....

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Retirement Planning

More & More Canadians Dipping into RRSPs Early

Posted 14 Mar 2017 by Natalie LeBlanc

The second “R” in RRSP may stand for “Retirement,” but that’s not stopping a whopping 38% of Canadians...

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Debt/Finances

The 50-30-20 Rule of Budgeting

Posted 23 Feb 2017 by Natalie LeBlanc

Budgeting your expenses seems tedious or even unnecessary to some, but is a vital practice to those who...

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Investments

Navigating your new Quadrus Statement

Posted 09 Feb 2017 by Natalie LeBlanc

Your 2016 mutual fund statement with Quadrus will be a bit different than the statements you've received in...

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Investments

Realizing the Value of Advice

Posted 27 Jan 2017 by Rick Irwin, CFP, CLU; Lorna Maughan; Melissa Allan; Patricia Bell, PFP

Take a closer look at the annual statement you will soon receive for your mutual fund accounts with...

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