2020 Cross-Country Checkup Survey Comments
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Infographic-Cross-Country Checkup Survey

CONTENT FROM: FINANCIAL PLANNING WEEK REPORT PUBLISHED NOVEMBER 20, 2020 In a tough year, some loss of financial confidence among Canadians: planning holds the key When FP Canada launched its first Cross-Country Checkup Survey in 2018 to gauge Canadians’ collective …
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Why “One” Is the Worst Number When It Comes to Financial Planning Comments
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“One” is usually the best number to be…except when it comes to financial planning.  Imagine if you only had one income stream, one investment, one insurance plan, etc.  As the saying goes, putting all your eggs in one basket is …
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Having Little Financial Knowledge is a Dangerous Thing Comments
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When it comes to financial planning, knowing too little is a dangerous thing. As a financial planner, the main part of my job is to educate my clients on things that they may not know—or things that they may not …
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9 Strategies to Protect Your Personal Credit Score Comments
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There are a variety of unknown factors that can affect your personal credit score. For example, most people don’t realize the importance of and the difference between two key dates for paying off their credit card debt: the due date …
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How Life Insurance Can Save Your Family – Stories from the Heart Comments
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At IRONSHIELD, it is important for us to help you make the best decisions possible when it comes to your everyday finances. Life insurance is a tool that can greatly improve your life and provide your family with financial stability. …
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Canada Reduces Tax Rates for Small Businesses Comments
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The Canadian government has continually shown support for small businesses in several different aspects. The federal budget revealed earlier this year in April confirms that the government is always striving to help its entrepreneurs. Along with a new TFSA contribution …
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Lower RRIF Withdrawal Minimums—More Flexibility for Seniors Comments
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The annual federal budget revealed in April 2015 brought along changes that have a profound impact on the financial industry. Along with the decision to raise the contribution limits of TFSAs, it was also announced that the government has proposed …
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