Recent Articles

As The World Improves

Posted on February 11, 2019

If your way of assessing the state of the world is only through stories gleaned from the regular media, then you are likely missing out on all the marvelous and wondrous advancements of human society over the previous years and decades.

With news reports during the final months of 2018 focusing on market volatility and US budget problems, it has become very easy for investors to focus their attention mostly on short term and transitory issues.

Tags: 
rrsp
investments

How to Achieve Financial Success

Posted on February 11, 2019

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true:

Set Objectives

Tags: 
financial strategies

Everyone Needs an Estate Plan

Posted on February 11, 2019

Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew.

Vivian had remarried and chose to cut costs by using a do-it-yourself will kit. Because she had not allowed for the obligations set out in her deceased husband's will, it took years and cost thousands of dollars in legal fees to settle her estate. As her cash assets earned income while held in trust, her heirs had to pay income taxes on income they hadn't even received.

Tags: 
estate planning

BHAG for 2019

Posted on January 14, 2019

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for and set some Big Hairy Audacious Goals (BHAG)!

That's right! Why look to set incremental goals when you can set goals that cause you to expand your horizons and reach for results beyond your wildest expectations. The idea is to invite yourself to reach beyond what you think is possible or realistic with your goals.

How to Get the Most from Your RRSP

Posted on January 14, 2019

Introduced in 1957, the Registered Retirement Savings Plan (RRSP) is an incentive program to entice the Canadian population to save for retirement. In order to get the most from this type of savings vehicle, it is essential to plan future investments and avoid panicking to meet deadlines or taking action without fully understanding the long-term effects.

Let’s take a look at some of the most practical investment strategies to get the most from a savings scheme like the RRSP:

Tags: 
rrsp
retirement

Dealing with the Challenges of Eldercare

Posted on January 14, 2019

Scott Havens has been a great friend to everyone he's met. Friends love Scott the mechanic from Vancouver because he helps them with car troubles and just about anything with an engine that gives them problems. He's been known to help complete strangers stuck on the side of the road.

Tags: 
eldercare

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We serve individuals, families and businesses in the Guelph area.

Our primary goal is to help each client meet their unique financial goals by focusing on five key areas of needs analysis:

We are never satisfied until you are.

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