The Value of Working With a Certified Financial Planner

Consider consulting a Certified Financial Planner® when planning and investing in your future.  If you’ve ever considered seeking assistance with managing your money, you’re not alone. A growing number of Canadians are looking for financial partners to help them increase their personal finance knowledge, especially in the face of such uncertain economic times. Ian Barrie, Certified …

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Wealthbuilder Spring 2022 Edition

Does your financial life need a spring cleaning? It’s quite easy to end up with investments in different places. You might have joined a group Registered Retirement Savings Plan(RRSP) through an employer. Or opened a Registered Education Savings Plan (RESP) or Tax-Free Savings Account (TFSA) at yourbank. It could be any investment from any source, …

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Wealthbuilder Summer 2021 Edition

As the economy recovers, staying the course is more important than ever. You have probably heard that when times are tough – like a recession or market correction– that’s it’s wise to “stay the course.” Ironically, with a recovering economy and robust investment markets, this advice bears repeating. Here’s why.

Wealthbuilder Spring 2021 Edition

Tax-smart investing is a year-round affair Tax is top of mind in the Spring as we face the filing deadline, although it’s often too late to implement any changes that affect the previous year.