Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

January 2017

Helpful tips for first-time life insurance buyers

Buying life insurance for the first time can seem daunting. It’s a big decision, there are many options to consider and it can be stressful to think about what might happen if you’re no longer there to support your loved ones.

Your guaranteed paycheque in retirement

After spending years working, you’re now closer to retirement and might be thinking about what that means to you. For most people, retirement is a time of mixed emotions. Along with the excitement of entering this new phase of life comes the nervousness stemming from the absence of a paycheque or steady income. As you approach retirement, you could be asking yourself:

Tips to help make the most of your Canada child benefit

Contribute to your child’s financial future using your monthly tax-free benefit amount

If you’re a parent, you know that raising kids is costly from day one. It can be hard to think about putting money aside for their future, or your own, when daily expenses pile up.

RRSPs and TFSAs - the basics

With so many savings options available, it can be challenging to find the right fit for your needs. Registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs) are two popular savings vehicles. Both options are government registered and provide tax-advantaged savings.

The information on this website is intended for residents of Saskatchewan only.

Click here to view legal, copyright and trademark information

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission.

Insurance products, including segregated fund policies are offered through Soterra Financial Group Ltd., and Wendy Cooper and Tammy Richmond offer mutual funds through Quadrus Investment Services Ltd.

* The use of email is not a secure medium and personal information should be transmitted by more secure means.

Representing Freedom 55 Financial, a division of London Life Insurance Company

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved