latest articles

Mar

09

2020

Big Introductions!

We are happy to share some very happy news … so far in 2020, we have two new additions. Nivalda began the year welcoming a new son to her family. Michael is as adorable as his older brothers and will make the Sa family household a fun and busy place for the foreseeable future! Baby and mom are both doing well.

Back at the office, we want to invite you to help us welcome Chris to our work family. As an administrator in her previous roles, she is well suited to keep us organized and prepared. Take a moment to call or e-mail and say hello!

Mar

09

2020

Protecting your Most Valuable Asset

Most of us take for granted that we will be able to get out of bed every morning and go to work to earn a living. We base all of our financial plans on this seemingly obvious concept. Our most valuable asset is the ability to earn an income. Unfortunately, it is also one of the most vulnerable and most of the undesirable things that can affect it are beyond our control.

Tags:

insurance planning

Mar

09

2020

Inheritance Doesn't Have to Wait

The Baby Boomers are making history as the largest retirement migration ever seen. However, it's their parents who hold the most massive accumulation of wealth which is now being transfered to future generations. Estimated to be well in excess of a trillion dollars, the traditional rules of inheritance are changing.

Tags:

retirement planning

estate planning

Feb

10

2020

Taxes, RRSPs and You!

A recent media headline marveled at how far TFSAs have come and how they are catching up to RRSPs as a preferred investment vehicle for Canadians. Often however, this choice is made at the expense of contributions to an RRSP.

Tags:

rrsp

tfsa

saving strategies

Feb

10

2020

Overlooked RRSP Strategies

There are a number of common RRSP strategies that many of us use on a regular basis. These include making regular monthly deposits, borrowing to make RRSP contributions and making contributions at the beginning of the year instead of the end of the year. Here are some strategies that may get overlooked:

Tags:

retirement planning

Feb

10

2020

Wealth Transfer Tips

Wealth transfer can be a complex process for most families but especially wealthy ones. The range of issues involved can include family values, objectives and relationships; business continuity; investment strategy and insurance, taxes and ownership structures, amongst others. At the same time questions of control, responsibility and timing are raised.

Tags:

estate planning

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A Conversation About Your Financial Future

December 9, 2024

Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting? There are generally two ways to approach your relationship with a new advisor. Approach One: Hand over... Read more

Happy Holidays!

December 9, 2024

‘Tis the Season … It is "that" time of year again … a time to decorate and prepare; a time to gather and celebrate; a time to pause and reflect; a time to wrap presents and bake treats. Whatever you are doing with your time this holiday season, we hope that it is joyful, and you are surrounded by... Read more

Habits That Build Wealth

December 9, 2024

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial... Read more

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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