7 February, 2019 Financial Planning

Planner’s Corner: 4 Uses of Money: Live, Give, Owe, Grow

A rite of Spring is filing income taxes (not both Alberta teams making the NHL playoffs :) ). While filing, we can clearly see how we allocated the monetary resources God has given us. There are 4 basic areas:...

7 February, 2019 Financial Planning

Planner’s Corner: Advice Has Benefits

In the investment world, regulatory changes known as the Client Relationship Model 2 (CRM 2) are occurring. This has led to notices on your investment statements outlining fees and standardized rates of return....

7 February, 2019 Financial Planning

Planner’s Corner: TFSA Limit Increase

In 2019, the annual limit for Tax-Free Savings Account (TFSA) will increase from $5,500 to $6,000. The limit is the result of inflation which has accrued since the last limit increase which is carried forward until it reaches a multiple of $500. ...

7 February, 2019 Financial Planning

Planner’s Corner: Canada Pension Plan (CPP) Changes

Get ready for increased contributions and increased benefits starting next year (2019). Established in 1965, the goal of CPP was to replace about 25% of average pre-retirement employment earnings with the other components being Old Age Security (OAS)...

7 February, 2019 Special Reports and Newsletters

Bloom Where You are Planted: Philip Koning

On October 15, 2018, Philip Koning was presented with the Sovereign’s Medal for Volunteers by Legislative Assembly of Alberta Speaker Robert Warner and Lieutenant Governor of Alberta Lois Mitchel. The Sovereign Medal is the highest award for voluntee...