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March Newsletter

Personal Wealth and Finance




Investor Insight

Investing with an advisory team

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

Business Owners and Estate Planning

Entrepreneurs do think about retirement planning. Not all business owners, however, implement plans to allow them sufficient freedom to follow their leisure dreams. If you ask an owner of a successful small business if he/she plans to retire, you may …


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Life Insurance

Disability Planning QUICK REVIEW

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

A Strategy for Extending Aging Elder Independence

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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More Recent Articles




Investor Insight

Estate considerations when using the RRSP vehicle

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 perils of cashing out in volatile markets

Though volatility has been frequent, Dow Jones has risen substantially through the waves of buying and selling trends. During the pandemic, panic selling occurred in March 2020 but recovered despite volatility. Moreover, a bullish buying period ensued into April 2022, …


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Investor Insight

Balancing Investor Risk and Reward

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

Disability Buy-Sell Agreements

Two strategies protect shareholders against the liabilities of another significant shareholder becoming disabled.


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Investor Insight

How market volatility can work for the investor

Volatility is when prices of stocks and equity funds increasingly shift in value up or down.


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Estate View

7 ways life insurance protects your financial foundation

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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DISCLAIMER

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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