Recent Articles

What to Do After a Loved One Dies

Posted on July 10, 2017

No matter how much we desire to protect the people most precious to us, the death of a family member is almost always met with some level of disbelief. In addition to the grief and mourning that follows the passing of a loved one, survivors are also left with the task of handling a variety of different matters at a time when they are probably least emotionally prepared to do so.

Here are some of the most critical matters that must be attended to when someone close to us passes away.

Tags: 
estate planning

Back to Basics

Posted on June 12, 2017
Back to Basics

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?

To address these questions, here is a refresher on why the financial industry exists in the first place.

Simply speaking, there are two basic functions for the financial industry:

Tags: 
financial strategy

Identifying Alzheimer's Symptoms

Posted on June 12, 2017
Identifying Alzheimer's Symptoms

As the human brain ages and matures, it’s perfectly natural for memory to undergo a great deal of changes. The brain becomes less pliable and less able to form memories, which can lead to occasional forgetfulness or absent-mindedness.

Tags: 
long term care

Principal Residence Exemption Rule Changes

Posted on May 8, 2017
Principal Residence Exemption Rule Changes

The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).

Tags: 
will
estate planning

Critical Tips for Avoiding Identity Theft

Posted on May 8, 2017
Critical Tips for Avoiding Identity Theft

No one wants to think about having their identity stolen or experiencing a theft of their finances. It is unpleasant, distasteful, and often feels like the type of thing that happens to other people, not to ourselves.

The sad truth is that, every single year, identity theft crimes result in billions of dollars lost by individuals just like you. Unfortunately, those numbers are expected to continue rising in the future.

Tags: 
life planning

Long-Term Care Solutions

Posted on May 8, 2017
Long-Term Care Solutions

There is a common misconception that, if left unaddressed, can having a devastating effect an individual’s long-term financial well-being. It is the belief that long-term care costs are fully covered by provincial health care plans if you or a loved one ever need this special type of care.

.

Unfortunately, this is simply not the case. While programs do exist to cover some needs like these, most of the burden of long-term care costs usually fall to the individual or their family members.

Tags: 
long term care
retirement planning

Pages

About Us

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.

Office Address

© Copyright 2024 AdvisorNet. All rights Reserved.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Cremasco Financial & Cremasco Partners Inc.