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Posted by Investors Group
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investorsgroup.com
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Investors Group

RRSPs? Retirement income? Our Vice-President, Tax and Estate planning weighs in on some of your pressing questions:

We are counting down the March 1st RRSP contribution deadline by talking #retirement all month. What are some things you’d like to know more about?

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For a strong financial future, plan for tomorrow. Contribute to your #RRSP by the deadline.

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One thing that many people forget to do after a life change is to update their will. Most people write it, file it and then forget about it. However,
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Investors Group

A fresh and comprehensive look at your entire financial picture – we can set you up for financial success in 2018 and beyond. Discover what we can do. https://goo.gl/mK5kbK

Gavin Conrad - Investors Group updated their cover photo.
January 15
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Investors Group

Do you need help talking to your kids about money and finances? Our “Money and Youth” guide can help you navigate the conversation: https://goo.gl/8TObb0

If you couldn’t work because of a serious illness, could you cover your family’s increased financial needs to help with your recovery? Learn more about what you can do. #criticaluncovered http://criticaluncovered.ca/…/how-you-can-protect-your-fam…/

Mark your calendar - this year’s RRSP deadline is March 1st, 2018. Consider maximizing your contribution and using the tax refund to pay bills or pay down your mortgage. Contact me to learn how I can help.

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Gavin Conrad - Investors Group
Financial Planner

The most important resolution you can make this #NewYearsDay is to live a fuller life. Here are some tips to get you started: https://goo.gl/zMdzNb

As the year winds down, make some small changes towards living a healthier, happier, more fulfilling life.,As the year winds down, make some small changes towards living a healthier, happier, more fulfilling life.
investorsgroup.com

Merry Christmas!

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Investors Group

Wishing all those celebrating a wonderful holiday. #Christmas

One of the core things I want my clients to understand is the importance of having the estate planning conversation before its too late.

Although this is an old article, it covers important information related to taxes on death. In summary, do not spend all your focus on savings only to have CRA become a beneficiary.

Put aside time to plan for this with your advisor to make sure the tax man does not not receive half of your hard work!

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Investment accounts each have different tax implications and planning opportunities
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You’ve spent years building a sound retirement plan. But is it protected? Look at the right insurance options for you, your family and your lifestyle. Protect your future and your retirement plans. https://goo.gl/5YSa4H

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This story speaks to the importance of having Critical Illness coverage and the impact it can have at a time of need. Wishing Erica a successful recovery!

http://www.ctvnews.ca/…/n-l-woman-facing-130k-medical-bill-…

A 27-year-old woman from Newfoundland is facing a medical bill of nearly $130,000 after she suffered a stroke in the U.S., where she was living and working without health insurance.
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Salary may be the biggest factor in where we choose to work, but benefits, such as dental, medical and physiotherapy, also play a role in our job
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A business lunch is often about more than the meal. Learn how to leverage your lunch meetings today: https://goo.gl/9UU02Z