top of page

Articles & Updates
Search


Have you checked to see if your retirement funds are locked in?
You need to know to make sure you can access the retirement income you expect

Carol Plaisier
Aug 6, 20191 min read
Â
Â
Â


Financial Fitness - August 2019
If you are invested in the markets you are familiar with market volatility and the effect it can have on your portfolio.

Carol Plaisier
Aug 1, 20191 min read
Â
Â
Â


Island Woman - July 2019
It is prudent to also appoint a contingency POA in the event the attorney is unable to act or predeceases you.

Carol Plaisier
Jul 1, 20192 min read
Â
Â
Â


Women Under-Insured
Women under-insured.

Carol Plaisier
Jun 9, 20192 min read
Â
Â
Â


Should Investments be Redeemed to Pay Down Debt?
A question that is asked often is whether or not investments should be redeemed to pay down debt?

Carol Plaisier
Jun 1, 20191 min read
Â
Â
Â


Island Woman - June 2019
Medical issues can become a large portion of one’s life, including the time spent waiting to see a specialist.

Carol Plaisier
Jun 1, 20192 min read
Â
Â
Â


Peace of Mind Investing
Are the returns that you earn on investments important to you? Or is the guarantee of capital and interest what is most important?

Carol Plaisier
May 1, 20191 min read
Â
Â
Â


Financial Fitness - May 2019
Are the returns that you earn on investments important to you? Or is the guarantee of capital and interest what is most important?

Carol Plaisier
May 1, 20191 min read
Â
Â
Â


News for Homebuyers
News for homebuyers

Carol Plaisier
Apr 8, 20192 min read
Â
Â
Â


Financial Fitness - April 2019
Guaranteed income for life. Sounds great, doesn’t it? But what if you don’t have a pension besides CPP & OAS?

Carol Plaisier
Apr 1, 20192 min read
Â
Â
Â


Financial Fitness - March 2019
Whew, you made your RRSP contribution by March 1, which means you have the choice of using the deduction on your 2018 or 2019 taxes.

Carol Plaisier
Mar 1, 20191 min read
Â
Â
Â


Island Woman - March 2019
Whew, you made your RRSP contribution by March 1 did you discuss your investment options with your advisor?

Carol Plaisier
Mar 1, 20192 min read
Â
Â
Â


Tips for Tax Retirement Income
Tips for Tax Retirement Income

Carol Plaisier
Feb 11, 20192 min read
Â
Â
Â


Financial Fitness – February 2019
Planning ahead for your retirement can be complicated!

Carol Plaisier
Feb 1, 20192 min read
Â
Â
Â


Seniors 101 Article – February 2019
Tips for Tax Savvy Retirement Income

Carol Plaisier
Feb 1, 20192 min read
Â
Â
Â


Financial Fitness - January 2019
We are experiencing market volatility that may have some ready to panic. It may be easier said than done, but firstly, don’t panic.

Carol Plaisier
Jan 1, 20192 min read
Â
Â
Â


A few lessons learned in 2018
Make 2019 the year you change your financial future

Carol Plaisier
Dec 10, 20181 min read
Â
Â
Â


Investment tips that can help you sleep at night
Here are tips that can help you to sleep at night.

Carol Plaisier
Oct 25, 20181 min read
Â
Â
Â


Manage Your Credit Score
Manage your credit score

Carol Plaisier
Oct 14, 20183 min read
Â
Â
Â


Variable Rate
Variable rate

Carol Plaisier
Jul 15, 20182 min read
Â
Â
Â
bottom of page