Investments Archives — Page 2 of 2

Big Fees? Lack Of Service?

Know What You’re Getting From Your Financial Advisor

Do you know how much you are paying your financial advisor? Are they doing a good job for you? Those both seem like reasonable questions, but most people cannot answer them. Can you?

One of the services that financial advisors provide is to manage your investments. When it comes to the world of investments, there are many different types you can choose from as well as many different people that offer them. So it’s no wonder that it can leave consumers with their head spinning. Here’s some information to help you make sure that you are receiving the best service for your situation. Read more

December 1, 2014/by Vince Olfert

Business Planning, Insurance, Investments, Mortgages, Personal Planning

Mortgage Insured? Are Your Sure?

Not knowing could cost you thousands!
Did you purchase the coverage offered to you by your lender? Most people have a mortgage in Canada and it is typically the largest debt most Canadians will ever assume. Before buying a house people will research and compare to find the best mortgage rates and terms but not necessarily the best insurance coverage. Read more

December 1, 2014/by Vince Olfert

Investments

Demystifying The TFSA

How To Best Use This Investment Account
What is a Tax-Free Savings Account (TFSA) and how can you benefit from it?

Since it was launched back in 2009, financial advisors and institutions have added a new investment acronym, TFSA. While there has been lots of discussion and advertising about TFSAs, it still seems that there is confusion about how to best use this tool. Read more

December 1, 2014/by Vince Olfert

Investments, Personal Planning, Retirement Planning

UK Pension – Left Behind…

Did Your Pension Move When You Did?
Do you have a UK (United Kingdom) pension? There are a good number of British expatriates who are now Canadian residents that have pensions back in the UK. Have you forgotten about that plan from an old employer? Do you know your options?

When I create a retirement plan for a client I review what savings and pensions they may have. Quite often, past pension plans can be forgotten or misplaced, so this exploratory part of the process is critical so that nothing is missed. Read more

December 1, 2014/by Vince Olfert

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