Latest Blog Posts

Investors value help from an expert

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Oct 04, 2017

Although most Canadian investors (72 per cent) feel financially secure in the current market environment, the majority prefer to have the help of an expert when making investing decisions, according to...

Pre-retirees relying too much on their homes to fund retirement

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Oct 04, 2017

Many Ontarians could be overestimating their ability to finance their retirement using their homes, suggests new research released today by the Ontario Securities Commission (OSC). The survey found that...

Millennial graduates say they regret taking on student debt

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Oct 04, 2017

Two thirds of Canadian graduates under 40 say they graduated with debt, owing an average of $22,000, a study by BDO Canada Limited has found. The majority of indebted grads (62 per cent) say they are ...

Adult children causing financial strain on parents

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Sep 20, 2017

Fifty one per cent of Canadians with adult children say those children are still financially dependent on them while 45 per cent say their adult offspring are causing a financial strain, says a new survey...

Canadian parents are not taking full advantage of RESP grants

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Sep 15, 2017

The majority of Canadian parents do not take full advantage of opportunities when it comes to saving for their children’s post-secondary education, says a new Ipsos poll conducted for Knowledge First ...

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

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy

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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