What is your Risk?

Geoff Cook - CFP, CHAIP

Ever wonder what the odds are of death, illness or disability is?Here is a calculator that is quick and easy to use. It shows what the probability of a single person or a couple is of incurring these...

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Health Spending Account - The Definitions

Geoff Cook - CFP, CHAIP

A health spending account is a simple way to offer a plan that is incredibly flexible in terms of what you can use money for, allows employee to have full control of what they would like to spend thei...

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Useful Calculators

Geoff Cook - CFP, CHAIP

 We sometime take for granted the simple access we have to great tools. Here are some useful calculators we use... Financial Needs Analysis        &nb...

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How to Save the Family Cottage

Geoff Cook - CFP, CHAIP

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 tremendo...

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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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RRSP 101 - Deductions

Geoff Cook - CFP, CHAIP

Alot of people arent totally aware of how the RRSP tax refund works, so I am going to do my best to explain it to you. I think it is important that people understand the pros and cons of RRSP`s and wh...

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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...

Read more
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