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Financial Knowledge Base

Keeping you up-to-date on Financial Literacy

We believe in the value of sharing financial knowledge. 

As professionals in our industry, we understand the benefits and the risks associated with financial products and services, and work to keep you educated and informed so that you can feel confident in your financial strategy and future financial decisions.

Annuities
Bonds
Guaranteed Investment Certificate (GIC)
Life Insurance
Term Life
Mutual Funds
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Segregated Funds
Stocks
Tax-Free Savings Account (TFSA)

An investment in knowledge pays the best interest.

Benjamin Franklin

Understanding investment income
When it comes to taxation, not all investment accounts are created equal.

TFSA vs RRSP
Determining the best approach – what is the difference between a TFSA and RRSP?

What is an ETF?
If you’ve overheard any conversations about investments or seen finance programs on television, you’ve likely heard the term "ETF".