For decades we have helped clients achieve financial prosperity by providing exceptional financial planning. Mutual funds provided through FundEX Inc.
Great simple math outline to help you consider your options.
Is it a smart idea to take the 18 months of parental leave the Canadian government is offering? Those extra six months might sound enticing but could leave you worse off, financially. Bridget Casey explains why.
CRA has confirmed they will hold the TFSA contributions at the same $5,500 as 2017
advisor.ca The TFSA contribution limit for 2018 will remain $5,500. The indexation adjustment for personal income tax and benefit amounts is 1.5% for 2018, which is not enough to raise the TFSA limit to the next $500 increment. In 2017, the Consumer Price Index has fallen from 2.1% in January to 1.4% in Octobe...
L&A is a proud supporter Carbon Cycle 2017. Environment Hamilton #goBERTgo #carboncycle2017 #funride http://ow.ly/6W5P30cmN1Q
Refund coming? Here's a great way to put it to work.
business.financialpost.com RRSP have had a big head start when it comes to personal financial planning in Canada, but the TFSA appears to making up ground fast
learningcentre.agf.com A few key strategies – and a financial advisor – make all the difference.
cbc.ca The much-anticipated meeting between Prime Minister Justin Trudeau and U.S. President Donald Trump on Monday did much to assuage fears of Canadian businesses wary of the prospect of a trade war.
financialplanningforcanadians.ca CFP professional Tim Raposo explains how financial planning works.
A good idea but is it always the best?
bnn.ca In the rush to make your registered retirement savings plan contribution some facts can get distorted, so here are a few common myths to keep in mind.
The Neighbour to Neighbour Centre has given us a shout out!
A huge shout out to L&A Financial Group for making a donation to Neighbour to Neighbour Centre on behalf of their clients! Thanks so much for spreading the Christmas spirit! Your donation has made a difference to so many!
The Neighbour to Neighbour Food Bank helps those less able to help themselves in the local community
activity I just donated! Please join me!
Happy Halloween! 🎃👻
What are your plans for retirement? Do you have the right savings to make them happen? https://lnkd.in/e4geHkZ
moneysense.ca Part time jobs for retirees could mean extending a nest egg by 10 years! Don't believe us? Personal finance expert Jon Chevreau crunched the numbers.
Have you considered the cost of retirement? We can help get your prepared, call us today.
macleans.ca As part of MoneySense's financial literacy week, here's a look at three different budgets to help you plan your spending more thoughtfully
investmentexecutive.com Banning embedded fees will reduce options for smaller investors
www.theglobeandmail.com Bank of Montreal five-year mortgage isn’t quite as good as it sounds, Rob Carrick writes
The olympics are here. What can pro athletes teach us about retirement saving.
money.usnews.com These strategies will help you avoid common financial planning pitfalls and build wealth over time.
time.com Some of their dissatisfaction may be caused by the need to pinch pennies in retirement.
Your financial prospects can change, don't get caught in negative thinking.
money.usnews.com Find yourself justifying money decisions because you only live once? Read this.
What you need to know about the Canada Post lockout. https://lnkd.in/eZwyd7u
cbc.ca Canada Post has given 72-hours' notice to the Canadian Union of Postal Workers that employees will be locked out as of Friday because negotiations have failed to reach a contract. That doesn't mean all mail will stop being delivered, just most of it.
Retirement...mind the gap! Have you considered all the changes happening to the retirement system when planning your finances. Check out this article for some great advice and let us guide you through this process.
blog.invesco.us.com While riding the London Underground last year, I was reading Get Inspired to Retire: Over 150 Ideas to Help Find Your Retirement by Invesco Consulting’s David Saylor and consultant Greg Heffington, with Susan J. Marks. I became so engrossed, I wasn’t paying attention until an announcement to “mind t...
CPP has changed and here is what you need to know. #Hamont #buildwealth #Niagara
moneysense.ca Wondering how much more you'll actually see once the newly announced CPP changes kick in? We got the experts to crunch the numbers.
Just some food for thought for the day.
Stay the course. If you have questions give us a call.
daveramsey.com Investing in the stock market can be a bit like a roller coaster. And the worst thing you can do during a roller coaster ride? Jump off before it's stopped.
Worried about the markets?Check out @Manulife video from this morning. http://www.bloomberg.com/news/videos/2016-06-24/manulife-brexit-is-a-bigger-threat-for-the-eu.
www.bloomberg.com Joe Twyman, political and social research head at YouGov, and Megan Greene, chief economist at Manulife Asset Management, discuss the size and scope of the Brexit vote, its economic implications and what might happen in the next few days. They speak to Bloomberg's Manus Cranny and Anna Edwards on "C...
www.theglobeandmail.com It is a monumental day, and one investors won't soon forget. Britons voted to leave the European Union, the U.K. Prime Minister resigned, and equity markets around the world are plunging.
What does a midlife crisis look like for you? It doesn't have to look like a 'crisis' at all.
entrepreneur.com If you've dropped a big chunk of your savings on an expensive car, had an affair and left your family or quit your job and ran off to a tropical island, you should have listened to your inner child.
Now that it's officially summer what are your plans? If you're travelling, don't forget to contact us to discuss travel insurance.
Happy Father's Day to all the amazing dads out there!
Over half of Canadians worry about whether their retirement savings will last. Check out this great article for some tips.
manulifelookingforward.wordpress.com You’ve probably set some financial goals this year, perhaps paying off debt or investing more aggressively in your retirement savings. Mid-year is a good time to check in on the progress you’ve mad…
Does everyone need a financial advisor?
theglobeandmail.com That depends on the complexity of your personal balance sheet, says this associate professor of finance
As financial advisers we are here to help you plan your financial future and then we help you put the tools in place to reach your goals. Our goal is your goal.
Prior to choosing a vacation destination check out this website for travel warnings. https://travel.gc.ca/travelling/advisories
travel.gc.ca Travel Advice and Advisories from the Government of Canada.
[06/04/16] There are a few types of travel insurance so before packing your suitcase, give us a call and we can help you figure out which type is right for you.
Here are some great tips to consider when planning a trip.
lonelyplanet.com Read Insurance: don't leave home without it
It's June and we're thinking about summer travel already. As fun as travel can be it's important to consider what can go wrong. Don't forget to buy travel insurance before you leave. Call us today and we'll give you a quote. 1-800-661-3079
"It's pretty difficult to find treasure without a map." Let us help you put an X on the spot, call us this week. #BuildWealth
bakertillyinternational.com Canada has signed the Multilateral Competent Authority Agreement on country-by-country reporting. The first information exchanges are expected to take place in June 2018.
If you are going to be inheriting a property have a look at this article.
moneysense.ca You'll owe tax on an inherited property, even if the person who rented the house from you is a family member.
Just a little smile for you on this beautiful day.
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I’ll help you make informed financial choices to build your savings and help protect you and your family from unexpected events. firstname.lastname@example.org
I am proud to serve the Stoney Creek community, and I look forward to helping families like yours.
Life Insurance, Disability Insurance, Long Term Care, RRSP's, Annuities, TFSA's
Provide car, home and life insurance. We pride ourselves in providing excellent service.
As a Sun Life Financial Advisor, I can give you the insight, support and useful solutions to meet your needs and help build your financial strength.
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
With over 9 years of experience in the insurance industry at RBC I can assist you with all your Life, Wealth and Living Benefits insurance needs.
I am proud to serve the Waterdown community, and I look forward to helping families like yours.
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Financial Service Advisor offering Life, Health, Group Insurance & Investments. Mutual Fund Representative