Summary of Series

Hard to believe, but this is item 52 in our Orientation Series. We have talked about financial topics:
• Saving, Investing and Budgeting
o cash flow
o account types, investment types

• Income Tax
o why and how o how to reduce your income tax bill

• Borrowing
o debt, credit cards, mortgage and line of credit
o credit scores, credit reports

• Insurance
o general
o life
o disability
o critical illness
o long term care
o insurance for children
o why buy it

• Estate planning
o wills
o power of attorney
o acting as executor

• Fraud and identity theft

All of these articles are available by subscription to our weekly email series, and on our website at www.actionfinancialgroup.com under the Resources page.

If there is a topic you don’t see covered here, we invite you to email us and we’ll consider your ideas for future articles. And please share these resources with friends and family, parents, children, and grandchildren. The better your financial knowledge, the better your financial decisions and outcomes. Thanks for following us!

Karin Rimnyak, Certified Financial Planner®

Investment Advisor



David Dryburgh, Certified Financial Planner­®
Investment Advisor


Ian Barrie, Certified Financial Planner®
Investment Advisor


This information has been prepared by Karin Rimnyak who is an investment Advisor for iA Private Wealth. Opinions expressed in this email are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth. iA private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

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