What's going to happen in 2014

Geoff Cook - CFP, CHAIP

 Below is a complilation of the outlook for 2014. Highlights include, The Economy, Jobs Growth, Market Forcasts and much more.Blackrock Investment Institute - 2014 Outlook    ...

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Breakfast with Dan Bastasic

Geoff Cook - CFP, CHAIP

I had the privledge the other day to have breakfast with vetran fixed income investor Dan Bastasic. Dan has recently moved to IA Clarington from Mackenzie Financial. He now manages a corporate bond, e...

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Newsletter - October 2012

Geoff Cook - CFP, CHAIP

Here is a fall newsletter produced by our team, and investment dealership Banwell Financial Inc.“Quietly, ever so quietly corporate earnings in America are going to an all-time high.” Fred Sturm,...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

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How to Save the Family Cottage

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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