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May Newsletter
Personal Wealth and Finance
Financial Viewpoint
Life insurance protects you against income loss, and the adverse effect less income can have on your family if one were to die or have a disability. As you build on that foundation by creating your assets and net worth, …
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Investor Insight
How can mutual funds help manage financial risk? More significant gains are associated with both business success and variable risk in business and investment. Six risk factors and constructive ways to deal with them are examined below. Risk increases with …
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More Recent Articles
Financial Viewpoint
It is wise to take a few extra steps to plan how you set up your beneficiaries on a life insurance policy.
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Investor Insight
What are some differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that makes it easy for Canadian taxpayers …
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Investor Insight
If you are an investor who remembers the mortgage debt crisis of 2008-9, you know that the stock market lost significant value. From an investment standpoint, the real downside occurred when some investors sold off their equity holdings due to …
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Life Insurance
When you own your own business, you do not have the security of group insurance that employees have. After several years, you may find that you are drawing a substantial income from a successful venture. Disability Planning: Let’s do a …
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Life View
Here is an interesting method for watching over feeble parents from a distance. In some cases this strategy may be able to help an elder parent maintain independence at home. I share below a good friend’s strategy. After reading this …
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Investor Insight
RRSPs alone may not be best for the wealthy The following chart indicates that you can save a small fortune over time in an RRSP. Since your focus is on retirement, much of your wealth may accumulate using this registered vehicle. …
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Investor Insight
The risk/reward concept states that the higher the risk of a particular investment, the higher the possible return. Although there usually is some risk with any equity investment, it is essential to assess just how much risk your portfolio should carry. Risk involves the potential for gain or loss of monies invested.
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Business
Two strategies protect shareholders against the liabilities of another significant shareholder becoming disabled.
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Investor Insight
Volatility is when prices of stocks and equity funds increasingly shift in value up or down.
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Estate View
Life insurance has been called the foundation of your net worth. If you have a spouse or children, the initial stages of your financial strategy should include adequate life insurance coverage.
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Mutual funds, approved exempt market products and/or exchange
traded funds are offered through Investia Financial Services Inc.
The comments contained herein are a general discussion of certain
issues intended as general information only and should not be
relied upon as tax or legal advice. Please obtain independent
professional advice, in the context of your particular
circumstances. This newsletter was written, designed, and produced
by Gary Attack and Amanda Attack, at Investment Funds Advisors at
Gary H Attack Financial Planning, a registered trade name with
Investia Financial Services Inc., and does not necessarily reflect
the opinion of Investia Financial Services Inc. The information
contained in this newsletter comes from sources we believe
reliable, but we cannot guarantee its accuracy or reliability. The
opinions expressed are based on an analysis and interpretation
dating from the date of publication and are subject to change
without notice. Furthermore, they do not constitute an offer or
solicitation to buy or sell any securities.
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