Colin Barry, MBA, P.Eng, CFP
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® Professional
We face a rapidly ageing population. Since the 1920s, the ratio of seniors over 85 has more than doubled and continues to increase. Who will care for you in your old age? When our health is fine, it is hard to …
Read morePeople behave according to their mindset. Some of the following thinking can keep one from putting their money to work, which could be achieved by buying equity investments such as equity investment funds. Psychological fear can also hold one back …
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Here are some essential strategies that will help you achieve financial independence. It is important to get solid advice to design a plan incorporating planning values such as those noted herein. Separate your savings from your investments. Before investing for …
Read moreGovernments have cracked down on tax loopholes and foreign banks which have allowed clients to circumvent tax legally due. If you have maximized your RRSP, are in a higher tax bracket, and may have a capital gains tax liability in your estate, you needn't seek a tax haven offshore.
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One day your retirement income will flow from the capital you have been saving for years during thirty to forty of your working years.
Read moreAfter the death of an individual, every estate must file a final (or 'terminal') tax return. All assets are deemed to be disposed of at time of passing, and this can trigger probate fees and other expenses.
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An advisor will work to help you achieve an investment plan. You must anticipate change and reflect on your specific financial goals and objectives while considering your level of investment risk tolerance. Your plan should be flexible enough to anticipate …
Read moreUnderstanding your risk tolerance: Each of us has a personal level of risk tolerance, which indicates how much risk one is willing to take while investing in markets that always go up and down. Your advisor can help you set …
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Financial products and services address specific needs in your financial plan and help you build a successful business. As an advisor, I can access a broad range of insurance, investment, employee disability, and group benefits to help meet your individual …
Read moreYou and your heirs may think that all of your assets will pass over to them tax free. Let's examine how estate taxation can erode the value of one's property and cause business succession problems
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