Category Archive for: ‘Your Finances’

  • Today is Senior Abuse Prevention Day

    Please see link for Senior Abuse facts sheets.  

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  • Estate planning for the senior investor.

    When we get older, how our financial assets will be dispersed when we pass away is the last thing we want to worry about. Will the money go to the people I want it to? Will my allocation cause disputes among family members? Will probate …

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  • New Pension Requirements Coming Soon

    Attention Small Business Owners It is estimated that 7.5 million Canadians do not have Pension Plans. PRPP’s ( Pooled Registered Pension Plans) the federal government has taken another step toward launching Canadians’ newest pension option. Tailored to meet the needs of small business owners and …

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  • Changes to CPP

    The Canadian Pension Plan is changing to better reflect how Canadians choose to live, work, and retire. What are the changes? In a nutshell, here’s a list of what’s changing: Will these changes affect you? The answer is “yes” if: You will not be affected …

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Prosperity Planning. Insurance provided through Financial Horizons.