Category Archives: FYI

Baby Boomer Retirement

The baby boom in Canada ran from 1946 to sometime around 1960 (plus or minus a few years).  In 2011, the first wave of boomers will begin turning 65, 344,000 people in Canada to be more precise.  The challenges faced … Continue reading

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Posted in Economics, FYI, Investing | Leave a comment

Understanding Your Statement

As we have expanded our offering of investment choices to include many Banks and Fund companies, we have also increased the number of different statements and statement delivery methods to which our clients are subjected.  We would like to take … Continue reading

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Posted in FYI, Investing | 1 Comment

Buying a New (or Used) Car

We would like to share two things this month.  First we have found an article from Canadian Living with some great tips for buying a car that will be useful to some clients(excerpt and full article below).  Secondly, we’d like … Continue reading

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FYI – Mortgage Rate Update

We are pleased to announce some excellent promotional mortgage rates on offer from some of our lending partners.  Please note that these rates are subject to change at any point and that specific needs for your mortgage such as portability … Continue reading

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Posted in FYI, Mortgages | Leave a comment