Six Smart Ways to Use Your Tax Refund
Six Smart Ways to Use Your Tax Refund Written by staterafp Published on April 4, 2024 Share This Having some extra cash back in hand is always a welcomed part of tax season! But like any type of financial payout, the challenge is knowing how to balance fun with sensibility when deciding what to do […]
Title Regulation and FP Canada™ Response to the Chartered Financial Planner Designation
Title Regulation and FP Canada™ Response to the Chartered Financial Planner Designation Written by staterafp Published on April 1, 2024 Share This Since 2022 the regulation of “financial advisor” (FA) and “financial planner” (FP) titles began taking effect across provinces within Canada, starting in Ontario. This legislation works to create minimum standards for individuals using […]
How to Create a Financial Emergency Fund in Edmonton – Tips and Strategies
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin How to Create a Financial Emergency Fund in Edmonton – Tips and Strategies Written by staterafp Published on March 29, 2024 […]
Navigating Retirement Part 3
Navigating Retirement Part 3 Written by staterafp Published on March 28, 2024 Share This Preparing yourself emotionally, financially, and practically for life’s eventualities can give you a sense of control and peace of mind. But how does one navigate a move to continuing or long-term care? Working Through the Transition In the transition from child […]
Smart Money Management – Advice from Edmonton Financial Planners
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin Smart Money Management – Advice from Edmonton Financial Planners Written by staterafp Published on March 22, 2024 Share This Strategic Budgeting: […]
Navigating Retirement Part 2
Navigating Retirement Part 2 Written by staterafp Published on March 21, 2024 Share This In your less active retirement years, you may find yourself needing more help with your day-to-day needs. Moving to an assisted living facility or bringing in home care may become a very real possibility. Social and physical activities reduce, health related […]
How to Set and Achieve Financial Goals in Edmonton
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin How to Set and Achieve Financial Goals in Edmonton Written by staterafp Published on March 15, 2024 Share This How to […]
Navigating Retirement: Part 1
Navigating Retirement: Part 1 Written by staterafp Published on March 14, 2024 Share This Planning for your retirement can help ensure you enjoy recreational or leisurely pursuits without jeopardizing your finances. Retirement can be an exciting time to look forward to. You may plan on travelling, spending time with family, indulging your hobbies, or just […]
Listing a House for Sale Pointers
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin Listing a House for Sale Pointers Written by staterafp Published on March 8, 2024 Share This Listing a House for Sale […]
10 Retirement Income Tax Strategies
10 Retirement Income Tax Strategies Written by staterafp Published on March 7, 2024 Share This There are numerous ways to tackle the tax conversation in your retirement, but many of them stem from common themes. Mackenzie Investments has summarized these strategies and provide great resources to help with you success. However, we would always recommended […]