How Mutual Fund Fee's Work

Geoff Cook - CFP, CHAIP

Mutual Funds have become a real point of contention in the media in the last few years. I recently watched a “CBC Market Place” report where a woman went to several financial institutions and aske...

Continue reading

The Three M's of Mutual Funds

Geoff Cook - CFP, CHAIP

Mutual funds get alot of flack, and dont get me wrong they should there is a lot of terrible funds out there...But dont kid yourself, there is also great money managers out there who can do a far bett...

Continue reading

TFSA - Not your average bank account

Geoff Cook - CFP, CHAIP

One of the most common misconceptions is that a Tax Free Savings Account is just a checking account that you get at the bank. Although some Banks offer a superior savings rate for a TFSA, you could be...

Continue reading

Ask an advisor:

Your question submited.

One of our advisors will reply as soon as possible. We treat you like family and we don't spam family.

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...

Read more
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...

Read more
Infinite Newsletter

Subscribe to our email newsletter for useful tips and valuable resources!

You are subscribed.
Email already exist!