4 Way's to Spend Critical Illness Proceeds

Geoff Cook - CFP, CHAIP

In the unfortunate event that you or a loved one is suffering from a critical illness, having critical illness insurance provides several benefits to you and to your family. Critical illness insurance...

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5 Must Understand Financial Concepts

Geoff Cook - CFP, CHAIP

1) Money needs a name: Money is fluid and always moving, that’s why we call it “currency.” If you don’t put a name to it or label what it is meant to be used for, it will find somewhere to go....

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[Video] - How The Economic Machine Works

Geoff Cook - CFP, CHAIP

In this video we are privileged to have one of the most succesful investors on the planet, Hedge Fund manager Ray Dalio of Bridgewater Associates explain how the economic machine works. I have al...

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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...

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Why the average person is broke

Geoff Cook - CFP, CHAIP

Of 100 men at age 6554 will be BROKE (live too long)36 will be DEAD (live too short)5 will still be WORKING (no choice)1 will be RICH (money at work)Source: Statistics Canada Why the Average Family/Pe...

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RRSP 101 - Deferral

Geoff Cook - CFP, CHAIP

An important thing to understand about RRSP‘s is the concept of Tax Deferral. What does this mean?Tax Deferral–This simply means that you will not have to pay tax on the money that your money make...

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Useful Calculators

Geoff Cook - CFP, CHAIP

Check out these great useful calculators that will help you understand and get organized with your financial affairs. Send us a message if you would like help using or understanding one. Financia...

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How long until my money doubles???

Geoff Cook - CFP, CHAIP

Someone asked me the other night "Hey Mr.Cook, how long will it take to double my money?"...Now one would think that this is a question that is impossible to answer...However there is actually a very...

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A common misunderstanding about TFSA and RRSP

Geoff Cook - CFP, CHAIP

I am constantly explaining a common misunderstanding to people. They are not aware of their freedom with their RRSP's and TFSA's.Let me explain...What most people think is that these are accounts that...

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Gold, Platinum and Silver

Geoff Cook - CFP, CHAIP

Throughout history, gold has represented wealth and power.  The value of gold has withstood the test of time and today remains (increasingly) an essential part of the foreign exchange reserves of...

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Personal and Financial Information Organizer

Geoff Cook - CFP, CHAIP

It is important that we stay organized with our financial affairs. We reccomend keeping certain important information in a safe, easy to find spot in case in the future aspouse, family member, or frie...

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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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