Are you one of those investors who doesn’t mind risk inside your registered plan, RRSP, or RRIF but want the money that you have outside of your RRSP to be safe and liquid? Several retirees I have seen have made this common mistake. They are generating capital gains income inside their...
Read PostWe’ve Expanded!
2020 has presented a number of unique challenges for all of us. It has provided an opportunity for us to evolve as a firm and improve upon the services we offer you. We've expanded!We expanded our provincial footprint of our firm by opening a new office in Victoria, BC.Fone Thantasanee...
Read PostRetirement Mistake No.34: The $100,000 Mistake for Any Investor
I get calls every week from investors wanting to know the best place to invest money. It’s a reasonable question. Still, I often find that the investor is focused on the wrong part of his or her financial situation. Does it really matter if an investor can get a 12% return if the plan gets...
Read PostRetirement Mistake No.33: Common Mistakes in Wealth Transfers
Estate planning and wealth transfers are just like planning a trip: Leave proper instructions, including keys, to people you trust. If you have been an executor, you know the kind of patience you need in dealing with an estate. Rarely is it easy; and when it is, something usually gets missed....
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