Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative


The Cost of Investing in Mutual Funds

Connect the cost of investing in mutual funds to your value.

This video will explain how mutual fund fees work and the value you get from working with an investment representative http://bit.ly/29x7mI9


Getting Started Without Breaking A Sweat

You might think you are too young to invest in your future; the sooner you start the more opportunity you have to grow your money.

Here is a video explaining how group retirement and savings plan can help you save for your future http://bit.ly/2efCUUb

Do you have a plan?

Your financial security advisor can help you create a plan so you can figure out where you want to go (your savings goal) and how to get there.

Here is a video to help you plan the life you want to live. http://bit.ly/2dpgsoc



Impact of Early Withdrawals

Don't sacrifice your retirement income before you know the facts!

Are you using your retirement savings as a way to fund major purchases or emergencies?  Withdrawals hurt you in tax penalties now, and in lost interest and savings, even if you put the money back later.

Financial security planning for your bucket list

You deserve to live the life you want. Whether that means living life to the fullest right now or having the freedom to choose your own course in the future, it’s your journey.

For many of us, that journey involves a bucket list.

To make sure you can check those experiences off one-by-one, you need a plan to help you have the finances you need to get there.

A stronger, better you: Why it’s important to look after your financial health

We all know how important it is to take care of our physical health – it keeps us strong and helps ensure we’ll be around for years to come.

But what about looking after our financial health? It’s just as important but often doesn’t receive the attention it deserves.

RRSPs and TFSAs - using your savings

Now that you’ve watched your savings grow, you’ll eventually want or need to spend it. There are many different ways to use your savings – here are some guidelines to help you decide whether you should make a withdrawal from your RRSP or TFSA before retirement.

Withdrawals from an RRSP

Where there’s a will, there’s a way

Shape your legacy: things you need to know about estate planning

You spend a lifetime growing your estate so you can leave a lasting legacy to your loved ones. It’s important to complete a will that details what this legacy will look like.

Five money mistakes common to post-secondary students

Learn about the pitfalls many students encounter while at school.

With the cost of post-secondary education rising, many students are feeling the pressure to maintain good grades and a part-time job. With students facing such busy schedules, they may lose sight of the importance of financial security planning.

How having children impacts your finances

Starting a family requires careful financial security planning

Starting a family means committing to a whole new lifestyle. While many unknowns lie ahead, a little planning can go a long way towards helping you remain in control of your financial destiny.

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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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