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 GICs
& Term Deposits
With so many incarnations of Guaranteed Investment Certificates
(GICs) available today, customers are demanding current and
up to date information. We can lead you through the ins and
outs of this popular investment. |
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 Mortgages
Don't make a mistake by rushing headlong into the mortgage mayhem.
Take the time to do your homework and check out our collection
of mortgage information, advice and handy mortgage tools. |
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 Mutual
Funds
Mutual Funds - Knowledge, information and its application provide
the cornerstone of any successful investment plan. This section
provides a primer to that understanding. |
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 RRSP
Savings
For years, Registered Retirement Savings Plans (RRSPs) have
been helping Canadians save for their retirement. They allow
contributions to grow on a tax deferred basis until they are
withdrawn and provide contributors with a useful deduction on
their taxes. |
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 Retirement
Income
When the time comes to finally retire, will you have the resources
to live the life you have imagined? Here we explore the options
available to establish a consistent income throughout your post-employment
years. |
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 Annuities
When it comes to converting your RRSP monies to investments
and planning for the future, it's important to recognize not
one solution fits all. In fact, combining deferment products
to suit particular needs is sometimes the best option. Annuities
can complement a post-retirement portfolio nicely. |
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 Estate
Planning
The cornerstone of estate planning is the Will and, if needed,
the Power of Attorney documents. These, along with an understanding
estate planning objectives, such as the tax consequences to
the deceased's estate, are integral to the Estate Planning process. |
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 Insurance
When you buy insurance you are protecting the people or possessions
you consider valuable against permanent damage or loss. We illustrate
the need to adjust your insurance needs with your changing lifestyle,
and the potential pitfalls to be wary of. |
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 Travel
Insurance
Travel insurance protects you out of province or country from
unforeseen accidents or illnesses. Without travel insurance,
the cost of prescription drugs or hospital care can overwhelming.
So, what is your best bet when looking into the purchase of
travel insurance? |
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 Understanding
Credit
Credit can be a valuable tool if you understand it, and have
determined that you can afford it, and have a plan. Sorting
out your needs and the wants is sometimes the hardest part... |
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 Taxes
Making poor tax planning decisions can have an adverse
effect on every financial move you make. This section provides
articles packed with strategies to help you stay afloat. |
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Education
Savings Plans
With the continuous increase in education-related
expenses over the past few years, saving for a child's post-secondary
education can seem like a lofty goal. RESPs can lessen the burden
dramatically if properly implemented. |
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 Ask
an Expert
This section consists of questions asked by clients or site
visitors, answered by our knowledgeable staff. An archive of
previously answered questions is available here. |
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 Pop
Quizzes
Want to see just how strong your investment know-how really
is? Put it to the test with our short multiple-choice quizzes,
designed to challenge even the most experienced investors. |
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