Investments

Implications of Brexit Vote

Posted 30 Jun 2016 courtesy of Sandra Boyd, Great-West Life

In an historic and unprecedented move the people of Britain voted to leave the European Union sending shock...

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Investments

Trinity's Team Market Watch

Posted 22 Jun 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan; Lorna Maughan

Markets the world over have recovered somewhat over the past few months after a rocky start to the...

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Investments

Views From Our Fund Managers

Posted 17 Jun 2016 by Rick Irwin, CFP, CLU

One of the most important roles of a financial advisor is to identity and recommend fund managers to...

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Insurance

Recent Insurance Eligibility Improvements

Posted 13 Jun 2016 by Melissa Allan

I’ve been a licensed insurance agent for over 10 years and cannot count the number of times I’ve...

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Debt/Finances

'Til Debt Do Us Part

Posted 01 Jun 2016 by Patricia Bell, PFP

Ah yes, long sunny days, flowers in bloom, warm starlit nights. It’s officially wedding season! We’ve already attended...

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Taxation

How are Canadians Using TFSAs?

Posted 19 May 2016 courtesy of Mackenzie Investments

We've introduced the Tax-Free Savings Account before, but do many Canadians know what they are or how...

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Investments

Can new Canadians open a TFSA?

Posted 06 May 2016 by Lorna Maughan

Now that I have been here in Canada for over a year I am starting to look into...

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Retirement Planning

Investing Basics for Millenials

Posted 22 Apr 2016 courtesy of Dynamic Mutual Funds

Now that you are starting out in life there are many things to consider. Some, such as deciding...

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Investments

2016 Budget Update

Posted 23 Mar 2016 by Rick Irwin, CFP, CLU

Yesterday (March 22, 2016), Liberal Finance minister Bill Morneau delivered the first budget for the Trudeau government. As...

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