If you’ve been asked to be the executor of an estate, or have been thinking about creating and/or updating your will, you may be wondering what an Executor is, and what they are responsible for. What is an Executor? An executor of an estate is an individual that has been selected to administer the last […]
With so many types of financial accounts and acronyms, it is hard to keep track of which one is which. In this article we will be reviewing specifically the Locked In Retirement Account – or LIRA for short – what it is and whether you need one. If you are employed by a company and […]
In case you missed our webinar on November 18, 2021, we hosted a one-hour financial education session. Highlights and where to find various topics are included below: Overview of financial accounts – 04:50 Refresher on RESP Accounts- 09:50 RRSPs vs TFSA- 19:34 Retirement Income-33:35 Insurance & Estate Planning- 42:50
As we near the end of 2021, many of us may be considering whether we will be making a charitable gift to causes that we care most about. While there are several charitable gifting options, there are a number of strategies to help you make the right decision for your situation. In order to promote […]
On Thursday November 18th at 11am, team member Jacqueline Ozdemir will be running a one hour Financial Education Webinar via Zoom. This webinar will provide a review of some of our webinars that were hosted throughout the year and will cover a range of topics including: Overview of financial accounts How to save for a child’s […]
Peter Hofstra, Senior Vice President and Senior Portfolio Manager at CI Global Asset Management shares with us his team’s process for investment and risk management. As well, we look at what is happening in the markets now, how it is different that what the last decade looked like and what it means for current stock […]
In this month’s webinar we will be providing you with an update of the events that have shaped the economic landscape so far this year, what we are seeing going forward and how CI Global Asset Management is positioning their portfolios. Peter Hofstra, Senior Vice President and Senior Portfolio Manager of CI Global Asset Management […]
With the upcoming Federal Election on September 20, 2021, Canadians will be heading back to the polls, to cast their votes for candidates who bring promises of change and prosperity for Canadians. Each major political party has brought some big proposals to the table, with several changes that can have an impact on the economy, […]
If you are thinking about changing jobs, buying a home, taking on more debt, or starting a family, NOW could be the right time for Life Insurance. However, to really answer this question, let’s first look at what Life Insurance is and what it protects… What is Life Insurance? A Life Insurance Policy that covers […]
You may have been hearing more and more about inflation in the news or on social media recently, but what does it mean? You have probably heard your parents or grandparents say that “back in my day a cup of coffee cost $0.25”. Nowadays most of us are spending at least $2.00 for a cup […]
