Latest Blog Posts

Three quarters of parents would give money to their adult children to help them move out

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Aug 01, 2017

Seventy-six per cent of parents with adult children say they would give their children money to help them move out, get married, or move in with a partner, and nearly half of them said they would give...

Proposed tax changes raise uncertainty for small businesses, says CFIB

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jul 26, 2017

The Canadian Federation of Independent Business (CFIB) has raised concerns over the federal government’s proposed tax changes, announced by Finance Minister Bill Morneau on July 18. Although the government’s...

Rising dollar, soft labour costs and energy prices are temporarily slowing inflation

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jul 26, 2017

Recent gains in the Canadian dollar, soft labour costs and lower energy prices are temporarily holding back inflation, but in the medium term, the inflation rate is expected to rise, says a new report...

Manulife extends accelerated underwriting to age 45

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jul 26, 2017

Manulife has announced that it will be offering accelerated underwriting for applicants up to age 45 as of July 29. Previously, this simpler process was available to clients ages 18 to 40. In February...

Industry falls in line with Genetic Non-Discrimation Act, but fight continues

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jul 26, 2017

Canada’s insurance industry is falling in line with the new Genetic Non-Discrimination Act, even as its industry association continues to fight against it, with some warning of anti-selection and major...

Assess your progress

Retirement means different things to different people. No matter how you see your retirement, the best way to make it a reality is to develop a plan — and actually see it through.  Making sure you have enough income and assets to live comfortably will let you retire from your job, not your way of life.  What does retirement look like to you?  Imagine your Destination with our free Retirement Assessment.

Imagine your child coming to you with an acceptance letter from the school of their dreams... What will you do to ensure they can continue to focus on school and not on how they'll have the funds to get there?  Understand your Course with a complimentary Education Assessment.

If you are like many other Canadians, you understand how hard it is to put aside money for big purchases.  After covering the many day to day expenses, it can be hard to save enough to reach your financial goals.  Whether your goal is to save enough money for a down payment on a new home, a big trip, a new car, or your child’s education, there are steps you can take today to help you achieve your goals.  Explore your Possibilities with a no-obligation  Major Purchase Assessment.

Association and Regulator Websites

Advocis - The Financial Advisor's Association of Canada - Our Advisor

Financial Planning Standards Council - Financial Planning For Canadians

Canadian Life & Health Insurance Association - Retirement Resources

Investment Funds Institute of Canada - Investor Centre

Canadian Securities Administrators - Investor Tools

Manitoba Securities Commission - Get Informed

Ontario Securities Commission - Get Smarter About Money

Online Banking 

Click Here to find out how to deposit to your mutual fund account online.

To ensure that trades are executed timely and accurately, regulations prohibit acting on trading instructions received via voice mail or e-mail.  Please call me at 1.866.235.0004.3 to confirm investment instructions. 

Quick Quote & Buy Online

Our web site now offers a ‘Quick Quote & Buy Online’ feature that will allow you to get a quote or submit an application online for a Manulife Financial health and dental, travel or critical illness plan.

   

Manulife Vitality

A new kind of insurance that rewards healthy living!

Learn More

Solutions - Winter 2016

In the Spring 2017 edition:
Should I contribute to an RRSP, TFSA, or both?
Benefits to an international investment passport
Serious sickness doesn't have to sideline finances

A Primer on Exchange-Traded Funds

In the face of volatile markets, many investors have focused on reducing the cost of their investments. According to Investor Economics, assets in Exchange-Traded Funds (ETFs) rose to $89.5 billion in 2015 compared to $38.3 billion only five years earlier. Here's an informative piece from Russell Investments that talks about ETFs and the possible benefits they offer. Click here to download the piece.

Secure Sign In

Client Access

Your consolidated portfolio access, 24/7