Our Financial Library contains hundreds of financial articles designed to answer questions about investments, estate planning, risk management and dozens of other important financial topics.
For your convenience, we have provided a Search Tool at the top of our website to help you quickly find any available articles on the topic of your choice.
Increasingly consumers in major Canadian cities such as Calgary, Edmonton, Vancouver or Toronto, are faced with a dilemma of how to best manage their cash flow in the face of record mortgage and consumer debt.
One out of every three workers is covered by a registered pension plan (RPP). That’s over 6 million people. Like all hard-working Canadians, they are looking forward to a satisfying retirement. Nothing helps create a pleasant experience in your golden years like a steady stream of income every month.
Eldercare is a journey. The first step is gathering information.
Care giving for an aging parent, spouse, domestic partner or close friend presents tough challenges...especially when a crisis hits and responsibility descends upon you suddenly.
Maybe your mother has fallen...perhaps due to instability caused by prescription drug side effects...and is hospitalized with a broken hip. Or your spouse has wandered off and become lost several times. Or a long-time friend and mentor has lost a lot of weight and rarely seems to leave home.
Insurance is, and has always been, a tool to manage risk. If you cannot afford to 'lose' something, it is best to insure it. The five types of insurance everyone should have are:
Sometimes during social events or other gatherings a person will approach someone in the financial services business with an opening question: “I hear you do investments. What kind of returns can I expect?” .
Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring earlier creates a serious cash crunch because that greatly expands your time in retirement. A financial advisor can help you develop a plan to solve this critical problem.
