Registered Disability Savings Plan (RDSPs) The Financialist • Issue 103 • October 2009 BY WALKER MOONEY BA CIM One of the most useful information sources for RDSPs is available at www.rdsp.com. This is part of the web... [Read more...]
Financial Planning 101 The Financialist • Issue 100 • January 2009 BY CORY HILL CFP CIM Regardless of stock market conditions and interest rates, there are always proven ways to improve one’s financial position. It is in these... [Read more...]
Tax Free Savings Accounts • November 2008• The Tax-Free Savings Account (TFSA) is a new registered account that allows Canadians to set money aside in eligible savings vehicles and earn investment income tax-free inside the acco... [Read more...]
Pre-Retirement Planning The Financialist • Issue 97 • April 2008 BY ALAN KOTAI CFP CIM CFA A person’s financial life cycle is comprised of three phases: Accumulation Phase, Retirement Phase and Estate Phase. Naturally, pre-re... [Read more...]
Financial Life Cycle December 2005 BY CLAY GILLESPIE Financial planning is not a onetime event but, rather, a dynamic process that changes with you throughout your lifetime. There are basically three phases to your Financial... [Read more...]
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