What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?
To address these questions, here is a refresher on why the financial industry exists in the first place.
Simply speaking, there are two basic functions for the financial industry:
Spring has been interesting this year – with a little sunshine and a whole lot of rain. So, are you embracing the wet? Or planning a getaway? If you are in the second lot, make sure that you are covered – Nivalda can answer questions about travel coverage for you and your family.
We have a lot happening here this month … we have a wedding (Keith's second daughter), we have a graduation (Jennifer's oldest daughter), and we have lots and lots of learning, as Diego becomes more involved in the business.
As the human brain ages and matures, it’s perfectly natural for memory to undergo a great deal of changes. The brain becomes less pliable and less able to form memories, which can lead to occasional forgetfulness or absent-mindedness.
The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).
No one wants to think about having their identity stolen or experiencing a theft of their finances. It is unpleasant, distasteful, and often feels like the type of thing that happens to other people, not to ourselves.
The sad truth is that, every single year, identity theft crimes result in billions of dollars lost by individuals just like you. Unfortunately, those numbers are expected to continue rising in the future.
There is a common misconception that, if left unaddressed, can having a devastating effect an individual’s long-term financial well-being. It is the belief that long-term care costs are fully covered by provincial health care plans if you or a loved one ever need this special type of care.
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Unfortunately, this is simply not the case. While programs do exist to cover some needs like these, most of the burden of long-term care costs usually fall to the individual or their family members.
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.
