Give Your RRSP A Boost
Can you make up for lost time? When it comes to contributions to your Registered Retirement Savings Plan (RRSP), the answer is YES! We...
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DELTA CREEK FINANCIAL ADVISORS
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Michelle Schriver, Advisor.ca
- Jun 4, 2019
- 1 min
Stressing Over the Mortgage Stress Test
Canada’s hot housing market of a couple of years ago is stabilizing, in part thanks to stress test changes introduced in 2018. But the...
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Terry Patrick Pitz
- Dec 7, 2018
- 1 min
Happy Holidays To You and Yours
2018 is almost wrapped up. Once again, we can look back with pride on a successful year, thankful for the support you have given us over...
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Advisor CA
- Nov 22, 2018
- 1 min
TFSA Limit Changes For 2019 Released
The TFSA contribution limit for 2019 is $6,000, up from $5,500 in 2018. With the TFSA limit at $6,000 for next year, the total room...
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Terry Patrick Pitz
- Aug 16, 2018
- 1 min
Should Small Businesses Insure Key People?
If a small business owner dies or becomes critically ill, the business will likely suffer. That important person might be responsible for...
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Kevin Wark for Forum Magazine
- Apr 27, 2018
- 1 min
Is Joint Tenancy a Good Idea For Your Estate Plan?
It is increasingly common for an elderly parent to transfer property, such as bank and investment accounts or a personal residence, into...
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Lorne Marr for Forum Magazine
- Apr 17, 2018
- 1 min
How Do Insurance Companies Define Disability?
While injuries are the leading cause of death for Canadians under age 44, a person is 14 times more likely to sustain an injury and...
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Canada Life Assurance
- Mar 12, 2018
- 1 min
Demystifying Participating Life Insurance
When considering participating life insurance, illustrations help explain how a policy’s values could grow. It’s easy to focus on...
25 views0 comments
Kate Kier, Advisor.CA
- Feb 28, 2018
- 1 min
Budget 2018 : Update on Passive Income Rules
The Liberal government’s third federal budget promises more help for the middle class,workplace equality, a boost for tomorrow’s economy...
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Ed Perks, EVP, Franklin Advisers
- Jan 5, 2018
- 1 min
2018 Global Investment Outlook - Optimism and Selectivity
We regard 2018 as a critical juncture for global financial markets and economies. Ten years on from the global financial crisis (GFC) of...
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Terry Patrick Pitz
- Oct 11, 2017
- 1 min
When Should Young People Buy Life Insurance?
Janice Lee is remarkably well-insured for a 22-year-old with no dependents. A medical student at McMaster University in Hamilton, Ont.,...
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Terry Patrick Pitz
- Sep 30, 2017
- 1 min
Back To The Future For Retirement Planning
Over the course of 2017 the Canadian Government has been in consultation with the general public on changes to tax law regarding Canadian...
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Dave Hodges, The Canadian Press
- Jul 24, 2017
- 1 min
When critical illness insurance makes sense
Critical illness insurance may be effective at covering costs that disability insurance doesn’t. The most compelling reason to buy a...
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Pierre Ghorbanian, MBA, CFP
- May 4, 2017
- 1 min
Leveraging Your Life Insurance Policies
Leveraging life insurance has a lot of appeal to affluent clients. After all, leveraging a policy allows the policy owner to benefit from...
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Terry Patrick Pitz
- Apr 6, 2017
- 1 min
Pay off student loans or invest? The answer might surprise you
Charles Kuno has made some practical choices in his life. In high school, he enrolled in a special business and technology program. He...
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Evelyn Jacks, et al, The Knowledge Bureau
- Mar 27, 2017
- 1 min
2017 FEDERAL BUDGET OVERVIEW
The March 22, 2017 Budget may well be one to be remembered for what it doesn’t contain in relation to the theme: Building a Strong Middle...
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