Latest Blog Posts

Don’t trust your gut when investing, says survey

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jun 23, 2017

When it comes to investing, following your gut feeling is the wrong approach, according to the findings of a survey of Canadian investors conducted by Hennick Wealth Management.   The survey results, ...

Why Mental Health Matters for Your Money

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jun 22, 2017

Did you know that 1 in 5 people face mental health issues during their lifetime? That means the odds of you, a family member or someone you know being affected by mental health are high. Issues related...

6 Additional Costs That Come with Home Ownership

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jun 19, 2017

When it comes to home ownership, there’s a lot to wrap your head around. But, understanding basic financial concepts can pay off big time in the long run in the form of savings.   When you’re looking ...

Half of American families unprepared for potential financial risks

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jun 16, 2017

Nearly half of Americans say they could only maintain their current lifestyle for three months or less if they were to lose their primary source of income, says a new survey commissioned by the Million...

Global executives bullish on growth

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Jun 16, 2017

Despite geopolitical uncertainty, global middle market companies are aiming to grow, according to findings released June 6 in the EY Growth Barometer, a survey of 2,340 executives in 30 countries.   EY’s...

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

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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.


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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.

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