Back to Articles Do I Have a Retirement Plan? by Ted Crago, B.Eng., CFP Recent Statistics Canada surveys have revealed the alarming fact that a very large part of the Canadian workforce do not know if they have a retirement plan or not. Some workers thought that they had a Group RRSP but do not. […]
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Back to Articles Caregiving by Judy Timpson Perhaps I realized this moment was coming, perhaps I didn’t. Either way, when I suddenly found myself taking care of my parents, it was an unsettling experience. There were a lot of questions and I welcomed help to answer them. Planning ahead and staying organized made it easier
Back to Articles Profit Taking: Without Timing the Market by Lise M. Allin, B.Sc., M.P.A., CLU, Ch.F.C., CFP The last twelve months have been very lucrative in the mutual fund and investment markets. Most Canadian balanced funds have performed at the 10-15% range; Canadian and US equities at the 15-30% range; and European and Japanese
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Back to Articles Execution: Getting it Done! by Rob Arnoth, B.A. (Economics) Execution is the most critical element in realizing the goals that make us happy. It is difficult to follow through on our goals if we assume that simply having an idea will bring it to fruition. For example, many business strategy planning sessions
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Back to Articles Interest Rates and Mortgages by Ted Crago, B.Eng., CFP For many people, the number one financial goal is to pay off the mortgage on their home. In today’s low interest rate environment, many people are unsure about their best mortgage option. Interest rates have been low for a few years now, making
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Back to Articles Pets and Pet Insurance by Java Craig, CFP Approximately 90% of people who own a cat or dog consider their pet to be a part of the family. But not everyone prepares for the expense of keeping a pet into old age and for final arrangements. If you own a pet, and
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Back to Articles Choosing An Executor For Your Estate by Jane Deacon B.A., CFP Your will appoint an executor, your personal representative, to resolve all financial aspects of your estate. Naming the executor is one of your most important estate- planning decisions. Here are some ideas to consider: Choose someone whom you trust completely because
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