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Category Archive for 'Uncategorized'

Vacation time

Hi All
 
Please note I will be on vacation for the first two weeks of August. I will be attending the Hastings Plowing Match the day after I arrive home  Aug 18 & 19.  See you all there  and enjoy whats left of the summer !! 

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Hi All
We are having a summer heat wave !!!  Stay hydrated and stay cool .
Just a quick update on my CFP progress . We are finishing the third course  Comprehensive Practices in Risk and Retirement Planning . One quiz and the exam to go . Then course four . We are on target to write [...]

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Here are a few of the major mistakes  we as agents see clients make when purchasing life insurance.
How many of these mistakes are costing you  time and money  ????
Top 12 mistakes people make regarding their life insurance
1. Blindly trust their advisor, any advisor
a. Many advisors specialize in gaining trust and selling product ONLY
b. Important financial [...]

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Spring is sprung

Wonderful weather at this time of year usually highlights   ….. tax season !!!
The latest budget brought some changes to our personal tax situations  and I will highlight a few here.
RDSP  starting March 2011  existing RRSP roll over rules will extend to RDSP  plans
In recognition of the fact that many families of children with disabilities are [...]

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Its getting to be that time !  Income taxes  and RRSP season go hand in hand
but we have a new twist this year   the TFSA   which is best for you?
Depending on your projected retirement income either could be the answer. Projections using just the math show both to be even bets in the long run   [...]

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Busy me

Its been too long since I updated  but I have a good excuse !!
I have gone back to school to pursue my Certified Financial Planners desigantion . It will take me over a year and consists of 4 modules and a 6 month proficiency course then exam. I am really enjoying the course material and [...]

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Come visit me

Hi All
Its that time again   !!!
Come visit me at my booth at the Hastings Plowing Match  Aug 19 & 20
the match is being held on the farm of Art DeSnoo and his brother  in Thurlow
check out the Hastings Plowing Match web site for all the particulars

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40 years of investing advice

Hi All
Here is a fascinating article  written by an ordinary guy   a wealthy ordinary guy though.
He has some great tips and comments on building wealth and I really like his advice on educating oneself financially.  So take a rainy day and read  on how Hedley Dimock achieved his dream life .
For more advice on the [...]

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The ABCs of Finance

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I was asked by a good friend to write an article for her online adventures and if you follow the above link you can see half of it!
I will add the other half to my web site soon !
Enjoy the link   lots of great information and inspiration

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Big ideas great speakers

Welcome to Spring  !
I recently was invited to the Farm Credit Canada ( FCC) forum entiltled Big Ideas . Three great speakers  and a super lunch  it was a really nice day.  Heres a recap of what I heard and came away with .
Rex Murphy   CBC commentator and journalist . This Rhodes scholar hailing from [...]

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