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Feb 13, 2025

Three Key Focus Areas for a Happy and Healthy Retirement

life insurance
insurance
Financial Planning
As a certified financial planner specializing in retirement planning, I want to share some personal insights on how to make your retirement years truly fulfilling. Let's talk about three essential areas to focus on: lifelong learning, creative pursuits, and physical activities.
Dec 9, 2022

How much life insurance should I have?

life insurance
insurance
Financial Planning
Over the years, we have met with clients in every spot on the life insurance spectrum. Some clients are over-insured, they feel it's better to be safe than sorry. Can you really have too much life insurance?
Feb 8, 2022

What is your RSP action plan for 2022?

rsp
rrsp
2022
planning
financial
Financial Planning
retirement
jamie powell
Bank of Canada
What is your RSP action plan for 2022? The government allows you to put money into your RSP up to 60 days into the following calendar year to be used towards your previous year's...
Dec 17, 2021

Capital Gains and Tax-Loss Selling

tax refund
(3) capital gains
capital loss
tax loss
selling
strategy
A capital gain occurs when you invest in something and it goes up in value. Alternatively, a capital loss is when you make an investment and it goes down in value.

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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CIPF logo

www.ciro.ca

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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