Nathan was recently contacted by Yahoo! Finance Canada to provide his expertise on fees Canadians are paying in their accounts and the upcoming Client Relationship Model version 2.0 rolling out in 2017 by the investment industry.
In today’s complicated global economy, the right path to reaching your goals can often be difficult to see and follow on your own.
Consider this…
More than half of your income may be consumed by taxes. And if that weren’t enough, you then pay tax again on the money you invest.
Welcome to taxation in Canada.
From time to time, volatility in stock markets is inevitable as investors react to changes in the economic, political and corporate environment.
Take the recent Brexit reaction for example: down a couple of days, back up a few days later.
As an investor, it is important to take a step back at these times and keep an open mindset.
When we are prepared at the outset for episodes of volatility on the investing journey, we are less likely to be surprised when they happen, and more likely to act rationally rather than react emotionally.
Protecting the financial well being of your family can also help you achieve the retirement lifestyle you deserve
We generally think of RRSPs and Pensions when we think about retirement. Many of us will rely on these types of plans along with government sponsored pensions, such as the Canada Pension Plan and Old Age Security, as our main sources of retirement income.
The biggest retirement income challenge with RRSPs, Pensions, Government Pensions and LIRAs (pensions transferred from a former employer) is that all of the income withdrawn from these types of registered plans has yet to be taxed. As such, income received in a retiree’s hands is fully taxable.
As investors seek to take charge of their financial futures, optimizing personal net worth for retirement is key.
Because every individual situation is unique, there are multiple options regarding your pension that may best suit your own set of circumstances, such as:
Dear Friends & Associates,
We would like to share an article to add to this week’s reading list. Nathan was recently contacted by Yahoo! Finance Canada to provide his expertise on saving for retirement.
Click on the below link to view the full article:
Make me money.
Don’t lose my money.
What`s more important to you?
Most would say: both.
At Parkhouse Financial, we agree.
Accordingly, our investment mandate is to achieve stable long-term growth while protecting your capital.
Dear Friends & Associates,
I would like to extend my best wishes to you and your family for a happy, healthy 2016 and look forward to the opportunity to work with you as your investment advisor.
As we enter a new year, global capital markets have been volatile, continuing the challenging conditions that characterized much of last year. Although the global economy is still slowly growing, many bond and equity markets are being affected by a combination of factors, including several sharp sell-offs in the Chinese stock market, sinking commodity prices, soft economic data and uncertainty surrounding the U.S. Federal Reserve’s decision to raise interest rates for the first time since the financial crisis.
John Poulter, the Portfolio Manager and Chief Financial Officer, at Portfolio Strategies Securities Inc., comments on the markets and his portfolios in his quarterly outlook.
Click on the below link for more details:
Mutual funds and exempt securities are offered through Portfolio Strategies Corporation. Other products and services are provided through Parkhouse Financial.
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