Estate Planning

Should you accept the "Executor" Role?

Posted 28 Oct 2014 courtesy of Invesco

At some point in your lifetime you may be approached by a friend or a family member to...

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Insurance

Getting your Critical Illness Premiums Back

Posted 23 Oct 2014 by Melissa Allan

We all know someone who was recently diagnosed with a Critical Illness. Whether it was someone in your...

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Debt/Finances

Cutting Debit Card Costs

Posted 20 Oct 2014 courtesy of Dynamic Mutual Funds

Canadian consumers are in love with their debit cards. In fact, over $156 billion was processed through Interac's...

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Retirement Planning

A Brief Intro to RRSPs

Posted 16 Oct 2014 by Natalie LeBlanc

Registered Retirement Savings Plans (RRSPs) are usually one of the first methods (besides perhaps pensions) that comes to...

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Education Savings

Education Savings Calculator

Posted 14 Oct 2014 courtesy of Dynamic Mutual Funds

Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start...

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Investments

Alternative Investments

Posted 10 Oct 2014 by Rick Irwin

Bloomberg news service reported on June 25th, 2014 that the world’s largest single investment pool, the Norwegian Sovereign...

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Taxation

Taxation in Retirement

Posted 06 Oct 2014 courtesy of Invesco

We all know the over-worn adage about the inevitability of death and taxes, but just because we recite...

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Insurance

Keeping Up With Insurance Company Mergers

Posted 02 Oct 2014 by Melissa Allan

I often do insurance reviews with clients or, when a loved one dies, sit with families who try...

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Estate Planning

Trusts for Small Business Owners

Posted 29 Sep 2014 courtesy of Invesco

The trust has existed under common law for centuries and can be devoted to a wide variety of...

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