Tax-Free Savings Accounts (TFSAs)… A Closer Look

Tax-Free Savings Accounts (TFSAs)… A Closer Look The Financialist • Issue 98 • July 2008 BY DAVID CHALMERS BA FLMI CLU CFP RFP ChFC In our April 2008 edition of The Financialist, we introduced you to Tax- Free Savings Accounts...

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RRIF Strategies

RRIF Strategies The Financialist • Issue 93 •April 2007   BY DAVID CHALMERS BA FLMI CLU CFP RFP CHFC The acronym "RRIF" stands for "Registered Retirement Income Fund", which is the "income paying" extension of one’s RRSP ...

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Representation Agreements and the Nidus eRegistry

Representation Agreements and the Nidus eRegistry The Financialist • Issue 84 • October 2004 BY DAVID CHALMERS Imagine the following scenario: You are by yourself, out on the town, when suddenly you suffer a heart attack. You a...

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A “carrying broker” relationship

A “carrying broker” relationship The Financialist • Issue 74 • April 2002   BY DAVID CHALMERS In July 2001, The Rogers Group became a “securities dealer.” This enables us to purchase or sell individual stocks and bonds on...

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