Latest Blog Posts

Canadian Xennials feel financially overwhelmed

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

Seventy per cent of Canadian Xennials – a micro generation of those aged 34-40 – say they feel overwhelmed due to juggling other financial obligations with saving for retirement, according to a survey...

Women lack confidence in their financial knowledge

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Nov 30, 2017

Though women are financially savvy, there is a gap with the level of confidence they have in their financial knowledge when compared to men, says a new poll conducted by Environics for EQ Bank, part of...

OSC report finds many millennials are saving but not investing

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Nov 27, 2017

Research released Nov. 27 by the Ontario Securities Commission (OSC) found that while four in five Ontario millennials (age 18-36) are saving, only half are investing. The new report, Missing Out: Millennials...

Many Canadians aren’t achieving debt reduction goals, says Manulife Bank survey

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Nov 27, 2017

Being debt-free is a priority for 64 per cent of Canadians, according to a survey released Nov. 23 by Manulife Bank of Canada, however only 31 per cent actually met their debt reduction goals over the...

Most Canadians have no plans to cut back on holiday spending

Published by Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. on Nov 24, 2017

Most Canadians are not planning to cut back on their spending this holiday season, according to a poll by Ebates.ca released Nov. 20. Eighty-six per cent plan to be as generous, or more, this year versus...

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 

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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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