Financial Library

Many Canadians Unaware of Retirement Needs

Posted on August 10, 2020

It appears that while many Canadians faithfully invest funds into their workplace retirement plans they are somewhat lackadaisical when it comes to determining their retirement needs as well as measuring their progress towards those needs.

In a survey conducted by Ipsos Reid in February 2015*, it was found that only 50 percent of Canadians are following a financial plan and only less than half are saving regularly for their long term retirement goals.

Manage Your Personal Economy

Tags: 
retirement planning

Bathtub Economics Explained

Posted on July 13, 2020

The fastest market correction in history, that started in the last week of February and bottomed in late March, led to the fastest bounce back over a five-week period, since about 1987 1. However, at the time of this writing, most of the major market indexes are still below their February 2020 peaks levels.

Tags: 
financial strategy

Your Financial Future

Posted on July 13, 2020

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and a Financial Strategy are important for those who want to ensure better tomorrows for ourselves and our families.

Tags: 
financial strategies

Feel Good Tax Relief

Posted on July 13, 2020

Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition to their annual contributions, they would like to bequeath more substantial amounts to their chosen charity in their wills. Some of their more affluent friends do this. However, Carl and Cathy do not feel that they are able to.

Tags: 
tax planning

Canada: True North Strong and Free - Together

Posted on June 8, 2020


Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of "re-opening" for business. Looking back over the past three months, while there have been many moments of stress and anxiety, there have also been moments to be thankful. What is there to be thankful about?

Tags: 
financial strategy

Economic Crisis Teaches Important Lessons

Posted on June 8, 2020

If any good can come from an economic downturn it is that people are forced to think more seriously about their financial success strategy. Many people affected by the economic damage wrought by the recent COVID-19 pandemic will change their financial habits by cutting back on spending, reducing debt and increasing their savings. But, for many other Canadians, life will likely continue as usual where the pursuit of an optimal life style now overshadow concerns about future financial security.

Tags: 
retirement planning

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We serve individuals, families and businesses in the Guelph area.

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