Advisor Interview Question List

What products and services do you offer? Knowing what services the financial advisor can provide will help you choose one that will meet your financial needs and is a good indication of the sophistication of the portfolio. Some more detailed questions are: –...
Let’s Get Prepared

Let’s Get Prepared

2016 tax filing is quickly approaching and while there are many methods to prepare here are a few suggestions for your personal income taxes. February 28, 2017 is the last day to make RRSP contributions that could be used for deduction on your 2016 income tax return....
Personal 2016 Year End Tax Tips

Personal 2016 Year End Tax Tips

As we have finished the 2016 tax year end on December 31, here are some tax tips you might want to consider to help reduce your 2016 taxes: Charitable Donations The last day you can make a donation and receive a tax receipt is December 31st. Lots of charities accept...