Category Archives: investing

How Does Your Retirement Look?

Posted on April 24, 2011 by Rick

In this example we will illustrate how to develop an investment and savings strategy to meet your retirement income objective. If you are comfortable with calculations and computer software you can do this yourself. Many financial planners have access to … Continue reading →

Posted in budget, financial goals, financial planning, investing, retirement, saving, security | 2 Comments

The Value of Advice

Posted on April 24, 2011 by Rick

The Investment Funds Institute of Canada (IFIC) released a report in July 2010 called The Value of Advice. This report is designed to set the record straight for public policy debate in the area of retirement savings for Canadians. Certain … Continue reading →

Posted in budget, financial planning, investing, saving, security | 1 Comment

Oh My – Are We in a Sideways Market?

Posted on March 6, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P There has been some speculation that we are in the midst of a long-term sideways market, and have been since 2000. All you have to do is Google the chart of major stock … Continue reading →

Posted in financial goals, financial planning, investing | Comments Off

RRSP vs. TFSA

Posted on March 6, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P Well it’s here, the annual hustle and bustle of the “RRSP Season.” Most Canadians know the value of contributing to their Registered Retirement Savings Plan (RRSP) and many have also contributed to their … Continue reading →

Posted in financial planning, investing, retirement, saving | 1 Comment

Patience Rewarded for Those Who Wait

Posted on January 18, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P Welcome to 2011. We trust you had an enjoyable and relaxing holiday season. Well it’s time to get back to work and planning for your future. More specifically your retirement future, as you have until March 1, 2011 to … Continue reading →

Posted in financial goals, financial planning, investing, retirement, saving, security | Comments Off

The Truth about Investing in Equities

Posted on November 3, 2010 by Lisa

The past couple of years have been a reality check for many who invest in equities (stocks or stock-based mutual funds). Some sold off at, or near the bottom, and will forever look back on the stellar returns that the … Continue reading →

Posted in investing | Comments Off

It’s Easy to Love Summer

Posted on August 27, 2010 by Lisa

Our glorious and all too brief summer season is upon us. And what a summer it has been. Can you recall when we have had such consistently beautiful weather? Canadians have revelled by the lake, and festivals of all kinds … Continue reading →

Posted in investing, security, world | Comments Off