by Stephanie Hunter | Sep 30, 2021 | Financial Planning, Investments
When is it best NOT to believe what you read about No-Commission Investment Trading? When it sounds too good to be true. In the Press There has been a lot of press recently about “Robinhood”, “Wealthsimple” and other no-commission trading platforms. Robinhood’s...
by Stephanie Hunter | Sep 24, 2021 | Financial Planning, Investments, Retirement Planning
Top 5 Reasons People Don’t Speak to Money Professionals Why are we so tentative when it comes to meeting with a money professional? After meeting with potential clients, I often hear, “Well that was not what I expected!” or “That was painless…actually quite...
by Stephanie Hunter | Sep 19, 2021 | Financial Planning
I spend a lot of time educating entrepreneurs about drug and dental benefit programs and the #1 question I get asked is: “What happens if someone gets sick and they don’t have insurance?” What few entrepreneurs know is that every province in Canada provides drug...
by Stephanie Hunter | Sep 19, 2021 | Financial Planning
There is no question we live in an age of information sharing. I mean, anytime you go onto a social media platform or even google a topic, you can find multiple people sharing intimate information about cures for embarrassing illnesses, upsetting stories about...
by Stephanie Hunter | Jul 27, 2021 | Financial Planning
I recently came across an article on yahoo news, about a woman who had lost her husband and the ensuing struggles she had to endure. Not only did she have to grieve her husband’s untimely death, but she had to deal with a beneficiary issue with her husband’s...
by Stephanie Hunter | Jul 12, 2021 | Estate Planning, Financial Planning, Investments, Retirement Planning, Risk Management
“Bubble Wrap” Your Retirement: Ensure you Have the Retirement of Your Dreams You are working hard. You are going through all of life’s stages, one step at a time. Now you are at a place in your life where you need to start thinking about retirement. ...
by Stephanie Hunter | Apr 17, 2021 | Financial Planning
One of the primary desires of many realtors and other professionals is to purchase real estate properties to rent out. The allure of monthly rental income to pay the mortgage and long-term property appreciation is an appealing way to build wealth… especially for...
by Stephanie Hunter | Apr 2, 2021 | Financial Planning
Are you concerned with reaching your retirement goals? Tired of seeing your hard-earned dollars grow and then seemingly disappear, (especially in these unprecedented times?) Are you looking for the security of knowing that money will be there when you need it,...
by Stephanie Hunter | Mar 27, 2021 | Financial Planning
Last week Rob Carrick wrote an article complaining about customer service issues with online discount brokerages. Investors have been complaining about long waits to speak with a live representative on the phone, temporary website outages and/or websites that do...
by Stephanie Hunter | Mar 15, 2021 | Cash Management, Financial Planning, Investments, Retirement Planning
The way I see it, Canadian’s are not taking full advantage of their entitlements to create a comfortable and secure retirement. How are you supposed to have your dream retirement if you don’t plan for it? I am a firm believer that you should have multiple...
by Stephanie Hunter | Aug 7, 2020 | Financial Planning
How Business Owners Can Keep More Dollars in Their Pocket Like so many self-employed, contract workers and owners of small businesses, the wish I hear about most is getting access to group insurance benefits coverage, at an affordable price. There are 3 ways that I...
by Stephanie Hunter | Jul 30, 2020 | Financial Planning
Yesterday there was an article on CBC about a real estate agent that hasbeen hit hard by COVID-19. She needs to sell her house and is being hitwith a $30 000 penalty for breaking her mortgage. This is not a newsituation that she finds herself in. $30K Penalty for...
by Stephanie Hunter | Jul 2, 2020 | Financial Planning
When it comes to your finances it is best to have a team of professionals, each with differentknowledge and skill sets, giving you advice. Your team should not solely include an accountant,but also a lawyer, financial planner, portfolio manager, and more. Each of...
by Stephanie Hunter | Jun 18, 2020 | Financial Planning
No matter what stage of life you are in, a well formulated financial plan can help you enjoy your today’s, (yes, even in these uncertain times!), and your tomorrow’s. By following these strategies, you will reach your long-term goals. Keep emotions in check Like many...
by Stephanie Hunter | Jun 11, 2020 | Financial Planning
Small business success is filled with tasks you love to do and those that you don’t like to do. Do you find yourself putting off tasks like accounting and finances? Does this procrastination leave you staying up late at night or on the weekends, trying to catch up?...
by Stephanie Hunter | Jun 4, 2020 | Financial Planning
Over the last number of years, the prevailing narrative in the investment media has been centered around low fee investment products. The wisdom is, why pay a 2% management fee for a mutual fund when you can get an ETF for 0.5% fee or less. In a perfect world this...
by Stephanie Hunter | May 21, 2020 | Financial Planning
Lessons from Berkshire Hathaway Inc. At the Annual General Meeting of Berkshire Hathaway, Warren Buffet had some notable messages. The first of which was, “to never bet against the American Economy.” Even though the impact of the COVID-19 pandemic is and...
by Stephanie Hunter | May 17, 2020 | Financial Planning
In a 1936 speech, Austin Chamberlain, a British Diplomat asserted that “living in interesting times” was considered a curse in Chinese culture. I think that we all can agree that we ARE living in interesting times. Is it a curse, OR as Kyle Dubas, the GM...
by Stephanie Hunter | Apr 23, 2020 | Financial Planning
Are you serious about building long-term wealth? You should probably meet with a certified financial planner. They can help you organize your overall financial picture as well as help you implement strategies that can help you achieve your goals. ...
by Stephanie Hunter | Sep 19, 2021 | Financial Planning
Are you an entrepreneur? Are you incorporated? Do you have an idea of where your pay cheque will come from in retirement? What if I told you, you could have a tax-free retirement pay cheque? Would you like to learn more? I can show you how to use a strategy that will...
by Stephanie Hunter | Aug 10, 2021 | Financial Planning
A client recently asked me, “What is the point of having a savings account if the government is just going to tax it away?”A fair point, but let’s look at this from a few angles.Yes, we all know the government taxes your earnings from your job. So, it doesn’t seem...
by Stephanie Hunter | Aug 2, 2021 | Financial Planning
A Personal Information Inventory is a great way to remind your loved ones about your financial wishes and how you have set up your plan to help them in the event of your death. Remember, this inventory contains sensitive information and should be stored in a safe and...
by Stephanie Hunter | Jun 23, 2021 | Financial Planning
No matter what stage of life you are in, a well formulated financial plan can help you enjoy your today’s, (yes, even in these uncertain times!), and your tomorrow’s. By following these strategies, you will reach your long-term goals. Keep emotions in check Like many...
