Celebrating 25 Years of Experience

 

2018 marks a big milestone for me. I am proud to say that I am celebrating 25 years as a financial advisor. I would like to take some time to celebrate my journey and one way to commemorate is to share 25 financial tips with you throughout the year. Each month I will share a few tips. Please share with your family and friends. Bruce

 

Tip 1

It's the beginning of a new year and we encourage a review of your investments. Regular reviews of your investments, estate plans, and retirement goals, along with expert coaching from an experienced advisor, can help keep you in top financial shape.

Tip 2

RRSPs are a key investment tool in your financial plan. Please read 10 Ways to Grow Your RRSP for some important strategies.

Tip 3

The stage of life you are in now affects your financial planning strategies. Starting out, building for the future or planning for change? This infographic provides a good roadmap. Planning Your Financial Future.

Tip 4

Estate planning is an essential part of your financial plan, as much as retirement is. If you don’t know how to get started read our eBook. Expert Estate Planning: Leaving a Lasting Legacy.

Tip 5

TFSA benefits from tax-free growth
RRSP benefits from tax-deferred growth
Saving for the future often involves using both TFSA and RRSP accounts. They can offer tax advantages to help you save for your long and short-term goals. Learn more RRSP & TFSA and your financial goals.

Tip 6

Money Dates 2018 provides a listing of important deadlines pertaining to Income Tax Returns, Registered Plans, and payment dates for G.S.T. Credits, CPP/OAS Benefits, and Canada Child Benefits.

Tip 7

Only an Advisor who takes the time to know you, learn your story, understand your motivations, fears, goals, ambitions, and challenges can help you put in place a financial plan that works for you.

Tip 8

As seniors live into their 80s or longer, their middle-aged children must now become their main caregivers and provide them with appropriate housing, and financial and emotional support. Working with your advisor and discussing the needs of your family can help you take control of costs and challenges as your elderly relatives age. It will help give you peace of mind knowing you are prepared for the day when you have to step into the caretaker role.

 

Call or email us to schedule a review today. We are your Financial Partner.