Retirement Planning

Piecing Together your Retirement Income

Posted 27 Aug 2015 by Rick Irwin, CFP, CLU

One of the most important jobs of financial advisors is to help clients plan for a secure, fulfilling...

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Retirement Planning

Old Age Security: Avoiding the Clawback

Posted 27 Aug 2015 by Rick Irwin, CFP, CLU

Just as CPP is an important piece of the retirement income puzzle for most Canadians, for many OAS...

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Retirement Planning

CPP: Maximizing your Benefit

Posted 24 Aug 2015 by Rick Irwin, CFP, CLU

There are many misconceptions around the level of income that be received with the CPP. Some...

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Market Watch Summer 2015

Posted 21 Aug 2015 by Rick Irwin, CFP, CLU

2015 started out very strong, but stock and bond markets ended up giving back some of their gains...

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Debt/Finances

Why to Check Your Credit History

Posted 13 Aug 2015 courtesy of Dynamic Mututal Funds

If you want to borrow money to buy a home, car or any other big ticket item, you...

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Insurance

Advantages of Insurance Brokers

Posted 24 Jul 2015 by Melissa Allan

An insurance broker is typically contracted with numerous insurance companies and able to sell a wide variety of...

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Retirement Planning

How Much Will You Spend in Retirement?

Posted 10 Jul 2015 courtesy of Sandra Boyd

Effective financial planning inevitably leads to the construction of a retirement income plan, regardless of your age.  However,...

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Investments

Greece Insights from Fund Managers

Posted 01 Jul 2015 courtesy of CI Investments

Fund managers from three companies (Black Creek Investment Management, Signature Global Asset Management, and Cambridge Global Asset Management)...

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Education Savings

Universal Child Care Benefit (UCCB) Increase

Posted 26 Jun 2015 by Rick Irwin, CFP, CLU

There is no doubt that raising a family today is an expensive endeavor. Since 2006, the Universal Child...

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