Category: Financial Advice

  • Financial Planning Awareness

    This month, you have a chance to speak up on an issue that is close to my heart, and affects all Canadians—better protections for those seeking financial planning. The need for unbiased financial planning advice has never been stronger. But in Canada (except for Quebec), anyone can call themselves a financial planner, leaving Canadians confused […]

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  • 16 rules for investors to live by

    BY MORGAN HOUSEL, THE WALL STREET JOURNAL – 12/08/2014 U.S. stocks are hitting all-time highs. And doesn’t it feel good? It has been three years since the S&P 500 (.SPX) has declined 10% or more from a recent high. Including dividends, the index has more than doubled in the past five years. The Dow Jones […]

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  • Registered Education Savings Plan (RESP)

    Did you know the average annual undergraduate tuition for a full-time student in 2011/2012 was $5,366? This doesn’t include additional expenses such as books, transportation, residency, computers or meal plans. With these additional factors to keep in mind, the annual cost for a student to attend post-secondary education is rising dramatically.  What is the best […]

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  • Tax Free Savings

    The Tax Free Savings Account (TFSA) is a savings venue that can be used for both short and long term savings.  It is not designed to replace the Registered Retirement Savings Plan (RRSP), but offers flexibility for savings.  As of 2012, the maximum contribution room is $20,000.  A person can hold more than one TFSA, […]

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  • Retirement U

    Being well-prepared for your retirement years is crucial.  Even if you have a company pension, there are still important factors to consider.  This new web-site from Mackenzie Financial offers some great information for everyone, even if you are already retired! Click on the image below to get started.  

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