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.
Mutual funds can be an effective way to save for important goals like retirement or your child’s education. But like all investments, they have their risks. There are also costs involved in owning mutual funds. The Canadian Securities Administrators (CSA) have put together this guide to help you learn more.
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
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.
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.