Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

Blog

Tackling your debt!

Elizabeth Quan: Wendy, what are the best options to start tackling your debts to become debt free. And not get in over your head?

paying off debt saskatoon.jpg

Where do I get all my debt information?

Craig Harper: Which way is the best to collect all debt information and deal with it?

Savings plan - GIC vs. TFSA

Jamie McHattie: I want to start saving money…not an RRSP but something like a tax free savings account or GIC…but I don’t know exactly what they are or which is the best way to go. Help please?!

Never too late to start saving for retirement

Trish Planchot-Voldeng: Wendy - they say it is never too late to start saving for retirement, but is it still possible to save something for retirement even if you are 40 to 50 years old?

It is possible to save for retirement. It just takes a little more determination if you start later.

Can you ever use some of your RRSPs without having penalties?

Ann Lyte-Mailee: Wendy, can you ever use some of your RRSPs without having any penalties? For a new car, bills or what have you?

Are you nervous about meeting with a financial advisor?

Many clients have told us that it was difficult for them to make that initial first appointment. Naturally, we think we are easy to get along with, so we wanted to know the reasons that made them hesitate.

When we listened, we found that there are basically four main reasons:

1) Fear of the unknown

How a financial advisor can help when preparing your will

 

Dear Financial Planner,

Employee Benefit Plans

In part two of our video series, we partnered with TrustedSaskatoon.com to explain the benefits of an Employee Benefits Plan through GPS Financial Group Ltd.

 

Business Owners and Group Benefits & Group Retirement

As a business owner there are many things to think about when running your business. The main one is to make a profit but to do that you need your employees. In today’s economy, retaining and attracting employees can sometimes be difficult. Now, you not only need to stand out over your competition in terms of product and service but also as an employer.

You've found the right home and the right mortgage...

Now find the right mortgage protection.

Most lending institutions offer mortgage life insurance as part of their mortgage packaging.  But look carefully before you sign on the dotted line.  You could find yourself locked into insurance that does more to protect your lender than you.

Protect your home, Not your lender

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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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