Resources

 

Blinded by the Refund. Why TFSAs may beat RRSPs

With the introduction of Tax Free Savings Accounts (TFSAs) in 2009, Canadians have a powerful new retirement savings tool in their quiver, yet seem reluctant to use it. By continuing to sock money away in traditional Registered Retirement Savings Plans (RRSPs) at the expense of TFSA contributions, Canadians seem fixated on the immediate gratification of the “tax refund” associated with an RRSP contribution and may be shortchanging themselves come retirement time. Click here to read the full report

The ALL-TOO-COMMON investment experience, but with a HAPPY ENDING

This short read outlines the unfortunate experience that most Canadian investors go through, but the happy ending is only for a select few. We want you to be one of the few with a happy ending. Click here for a brief read of this all-too-common experience with a not-so-common happy ending.

ATTENTION BUSINESS OWNERS!

Why invest your personal capital differently than your company capital? It should be the same process and produce the same results. Click here to view our investment process, which mirrors the investment process you take when investing in your own business.

Putting OUR money where our mouth is -not just yours!

Most financial advisors have NO personal vested interest in the success of your investments. Shouldn't it be the opposite? We believe in putting our money where our mouth is. Read more...

The GWL Realty Advisors Cdn. Real Estate Fund

The Great-West Life Real Estate fund is one that invests directly in real property, like office towers, apartment buildings, warehouses, and retail outlets. This fund is not like a common stock equity fund, and as a component of a well-balanced portfollio it can help make your portfolio more resistant to the short-term volatility of equity markets. Get equity-like returns with fixed income-like volatility. Click here for more information on the fund.

 

The Importance of Valuation in Stock Selection

This investment has great earnings, strong management, a

great product and should continue to roll. Why wouldn't I invest? You need to consider it's valuation. Don Stewart of Dixon Mitchell Investment Counsel explains . Click here for a PDF of his response.

 

The Beauty Contest Within the Stock Market

My investments are up 30% this year. Should I sell? With the huge bounce in share prices since early March, this question has become a real dilemma for many investors. To get his take on this question I asked Henry Hudek, CFA, Director of Research at Value Partners Investments. His response was fantastic. Click here for a PDF of his response "Beauty Contest vs. Track Record."

Just in Case you Missed Us!

Back on April 15 Mike Robinson, the principal of Signature Financial Security, hosted a discussion group with a select number of interested business owners on how to create a proper and comprehensive financial plan for affluent and self-employed people. Click here to review the material Mike presented, in PDF format.

Weather the Storm of a Bear Market

Get practical advice from Mike Robinson, principal at Signature Financial Security, on how to be best prepared to weather the storm of the bear market. Understand the current conditions, learn how it may affect your financial plan and look at how to get the most from your financial advisor and your investment providers. Click here to read the article.

What the Affluent Investor Should Know
Discusses four important issues that the $1 million investor should know about. Naturally, it stands to reason that there are far more than four important issues. However; the topics discussed here are four that are rarely mentioned in the press or in mainstream financial publications, and often times are not even mentioned by the average financial advisor... (Read More)

Think Like an Insider

You’ve accumulated a decent-sized investment portfolio. So how come you’re still paying retail? Here’s how to start thinking and investing like an insider ... (Read More)

Choosing a Financial Advisor that's Right for You

The Globe and Mail's Rob Carrick hears from Dan Richards of Strategic Imperatives, a consultant to the financial planning industry, on what to look for when selecting a financial advisor. Click here to read the article

Institutional Investment Management
Would you rather invest the way someone with ten thousand dollars
invests, or the way someone with TEN MILLION dollars invests? ... (Read More)

It all Starts With a Plan

Everyone wants to promote something to you -high performing investments, tax reduction strategies, estate building ideas, etc. Some of these ideas may be great but should never be implemented without a plan first.  It all starts with the Plan ... (Read More)

Innovative Financial Tools for the Affluent Self Employed
Successful and affluent individuals, particularly those that own successful businesses, typically encounter a number of issues with respect to retirement planning and wealth management that often the average working Canadian doesn’t. Since very little, perhaps
even none, of your retirement income may come from a company pension plan... (Read More)

Does this Sound Like You
You are a shareholder of a private corporation,
you’ve been successful in growing your business
and you have built up assets in the company.
You want to maintain control of your capital and
as you likely won’t use it for income it would be
nice to enhance the value of your estate. ... (Read More)

 

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