Do you know how much income you will have when it’s time to retire? Between pension plans, personal savings and government benefits there is a lot to consider. We can provide you with an after tax estimation, indexed to inflation, that shows you if you’re on track for the retirement income that you need.
Many financial advisors in Vancouver are salespeople working for a financial institution so may be more interested in selling products than providing truly unbiased advice. It is important to take into account all the factors that are likely to impact the transfer of assets to any other party during or after the life of the property holder. Working with a financial advisor can provide the necessary tools and resources you need to make informed decisions that will impact your eventual estate. It is important that you have someone guide you on the right questions to ask when making plans for your estate. Well trained financial advisors are familiar with the importance of these discussions and addressing the key elements of estate planning.



Her experience and knowledge of our business operations as financial planners in Vancouver are essential parts of the daily activities of our team. And Alberta and is licensed to sell life, accident and sickness insurance in B.C. As a financial planner in Vancouver, he is a contributor to the improvement of his industry. Michael is an active member of Advocis where he has served on various committees as well as the Board of the Greater Vancouver Chapter. He is a member of the Institute of Advanced Financial Planners and the Estate Planning Council of Greater Vancouver.
This story, by Preet Banerjee, was first published atMoneySensein October of 2013. All week,Maclean’shas republished a series of stories from MoneySense forMoneySense Week, a blitz of practical information about your bank account and bottom line during Financial Literacy Month in Canada. Traditional asset classes usually make up 100% of a typical portfolio. At Nicola Wealth, we have a complete range of stocks and bonds, but they comprise less than 50%. We combine Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you.

Or, maybe you represent a not-for-profit, union, or religious group that needs to ensure its investments are expertly managed. If so, then an Investment Portfolio Manager at Vancity Investment Management can help. Whether you're beginning to save, buying your first home, paying for your child's education, receiving an inheritance, planning for or enjoying retirement, our wealth management professionals will help you make the right choices. Helping one another grow in their careers is part of our culture. But it’s hard to beat expertise based on experience and acumen.
This course explores the fundamentals to creating an appropriate asset allocation for an individual given their investment objectives and constraints and evaluating investments that are suitable for the individual. This course explores the fundamentals of Registered Education Savings Plans and Registered Disability Savings Plans . It provides candidates with the knowledge to evaluate and recommend optimal strategies to achieve education-related goals and goals for individuals with a disability. “As a Chartered Accountant, my clients come to me as their trusted advisor and often request referrals for other service professionals. I only recommend people who possess the same values and ethics as I do, as well as people who look after their clients’ best interests instead of their own. We simplify the financial jargon and technical aspects into a simple easy to understand concept or strategy.

My main role is to ensure our Consultants give their clients a great service and planning experience. Christina Anthony is a Vice President, Director, Portfolio Manager and Investment Advisor at Odlum Brown. Christina manages portfolios on a discretionary basis primarily for high-net-worth families. She works with her clients to provide multi-generational wealth planning and specializes in building customized equity and fixed income portfolios that reflect her clients’ individual needs. While she is passionate about managing client portfolios, it is the personal relationships she builds with her clients that bring her the most satisfaction.
When it comes to hedging against capital gains, a TFSA performs the same role as an RRSP. You get to retain all of the money you earn from trading inside your TFSA. Since you had paid tax on your donations, the CRA will not tax you again when you withdraw any amount. In Canada, RRSPs are among the most used forms of tax deferral.
To make matters worse, it was difficult for my wife to understand what was going on. A financial advisor is a professional who guides you regarding how you spend, save, and invest your money. Working with a financial advisor has proven Family Office to help Canadians to enjoy a more secure, comfortable and enjoyable fun retirement. You reach your financial goals faster by taking the right actions. Review your financial decisions and seek guidance through a financial advisor today.

As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. Vancouver-based financial advisors The Wong Group specialize in financial planning and wealth management. A financial planner helps individuals and organizations to create plans to achieve their long-term financial goals.