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In the news2019-03-17T08:39:29-04:00

How Does a GIC Work?

It's wise for you to want to develop Canadian investment strategies like GIC that earn you a positive return that you can use for your future. A guaranteed investment certificate is something that might be highly lucrative for you and provide you with the funds you desire. Here's some information about what it is, how it works and why it [...]

19 important questions to ask your financial advisor before considering taking them on as your financial consultant

1. Who are you? This is the seemingly the most obvious question possible. However, it is also possibly one of the simplest questions you can ask a financial advisor early in your conversation with them that will help reveal the most about who you are considering to provide you with financial advice, consulting and possibly future financial strategies. The [...]

The Benefits of Charitable Giving & Donations in 2019

The term "donation" is an age-old word that describes the act of giving to a cause. Many people think that donating to charitable causes benefits the recipients the most. However, charitable giving can do a wealth of good for the giver, as well. Here are some benefits you can get from making charitable donations in 2019: The Human Side [...]

Roundup of the best strategies to use to minimize tax on your retirement income

In this month’s blog article, I’m going to go over a roundup of the best strategies to use to minimize tax on your retirement income! Millions of Canadians are currently saving for and often worrying about retirement tax strategies that will help them financially in retirement. Generally, most people want to ensure that they have enough saved for their [...]

By |May 17th, 2019|Categories: Generic|Tags: , |0 Comments

What is the difference between a financial planner and a financial advisor?

Considering the services of a financial professional but asking yourself what the difference between a financial planner and a financial advisor is... read on! Even though most people use a financial planner and a financial advisor interchangeably, these two words have distinct meanings. Both a financial planner and a financial advisor help clients meet their financial goals in different ways. [...]

By |April 17th, 2019|Categories: Generic|Tags: , |0 Comments

International Women’s Day 2019

For International Women’s Day 2019, Claudia Weisser shares how women can make significant contributions to our financial services industry. #BalanceForBetter #WhyWeAreHere "The financial services landscape is changing. More successful, independent women are in the industry who enjoy helping women managing their wealth and financial future. Although it may appear as an alpha personality industry, if you are dedicated and put [...]

By |March 19th, 2019|Categories: Generic|Tags: , |0 Comments
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