Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

March 2017

Saving now versus saving later

Starting to save early in life is a great way to reach your long-term investment goals. Compound interest will help your assets grow and it has a greater effect over a longer period of time..

Watch this quick video about the benefits of saving early.

 

Help your parents secure their legacy

Do you remember when your parents sat you down for the talk? Back then, it likely included some anxious moments and uncomfortable feelings.

It could be time to think about another talk, but this time you’d be initiating a conversation your parents may have been avoiding – about how they want their final wishes carried out.

Five ways to get the most from working with your financial security advisor

Tips to make your meetings more productive

Whatever you’re saving for, your financial security advisor can help you realize your goals. You can help make the process go smoothly by taking steps to prepare and stay on track to achieve the results you want.

Set yourself up for success

Six apps to help you shape up your health and finances

If you’re aiming to make this the year you fully commit yourself to your goals, look no further than your smartphone or tablet. Starting out the year with the right tools can help you make smart choices for both your finances and your health. Check out these apps that could help you manage your finances better and make smarter fitness and lifestyle choices.

Savers versus spenders - the great divide

We’re all different when it comes to our perspectives on spending. Some people have no problem saving all their extra pennies, and some people spend what they have without thinking about the future. While differences make the world go round, conflicting thoughts on money matters can lead to tension in relationships.

Should you rely on group insurance alone?

Your employer may offer group insurance coverage – for example, life insurance, critical illness insurance or disability insurance as part of a benefits plan.

It’s a basic way to help protect you and your loved ones.

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

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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.

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

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