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Our Services | Toronto Financial Advisor - Burgess Leclerc Financial - Samantha Brown
http://www.blfgi.com/our-services
Skip to Main Content Area. We provide a broad range of services, products and plans. To meet the diverse needs of our clients. Please see below for more info. Tax Free Savings Accounts. Mutual Funds are offered through Worldsource Financial Management Inc, Mutual Fund Dealer. All other products and services are offered through Burgess Leclerc Financial Group. Want to talk to someone about your retirement goals? Do you have questions or concerns about financial security? Or call our office today.
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tfsa | Saskatoon Financial Planner - Independent Financial Services
http://www.ifsgroup.ca/category/tags/tfsa
On Mon, 04/11/2016 - 06:00. The method that you use to name a successor, owner or beneficiary of a TFSA makes a big difference to your estate, not only for a TFSA to maintain its tax-exempt status but also to ensure that the. On Mon, 07/13/2015 - 05:30. Not Taking Saving Seriously. At the dawn of the millennium, there has been an alarming trend of millennials (people who have reached adulthood after the year 2000), who have not been gro. On Tue, 12/10/2013 - 16:14. How to File a Complaint.
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Redefining Retirement | Saskatoon Financial Planner - Independent Financial Services
http://www.ifsgroup.ca/e-newsletter/2015/2015-07/article-3.htm
On Mon, 07/13/2015 - 05:30. Retirement used to mean a gold watch, a pension and spending time on hobbies or new pastimes. For some this may still be true, but times have changed and there are new realities that will affect how retirement will look in the future. Many employers today are finding it increasingly difficult to fill all the jobs they have in their companies. This problem will continue to grow as the Boomers continue heading into retirement and there aren't enough new people to replace them.
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retirement planning | Saskatoon Financial Planner - Independent Financial Services
http://www.ifsgroup.ca/category/tags/retirement-planning
Retirement Savings Late Starter? Harry and Sally both earned high incomes and liked to live the good life. On Mon, 03/07/2016 - 05:00. One of the top retirement goals for many is travel. As many as 1.5 million so called ". Travel to the Southern United States during the winter. With summer just around the corner, thoughts turn to travel within our borders, too. The Canada Safety Council states that a few simple precautions can help ensure a safe, healthy and enjoyable trip any time of the year. If Mauree...
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Calculators | Saskatoon Financial Planner - Independent Financial Services
http://www.ifsgroup.ca/money-tools
Online Calculators to make managing. RRSP Registered vs. Non-Registered Investing. Advantages of Investing Early. Investment and Regular Withdrawal. Investment and Regular Deposit. Tax Free Saving Account. Note: NO Personal Data. Is collected or recorded during calculator usage. How to File a Complaint.
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Is Probate Right for Your Estate ? | Toronto Financial Advisor - Burgess Leclerc Financial - Samantha Brown
http://www.blfgi.com/e-newsletter/2015/2015-05/article-3.htm
Skip to Main Content Area. Is Probate Right for Your Estate? On Tue, 05/12/2015 - 09:05. Estate planning can be an overwhelming process. Whether it is your own estate or you are the executor for someone else, the checklist can seem never-ending. A financial adviser can help make sure your checklist is complete before you start checking the boxes. One of those items on the checklist is probate, the legal process that confirms the executor's role. Probate can also be used as an official timestamp. Want to ...
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e-Newsletter | Toronto Financial Advisor - Burgess Leclerc Financial - Samantha Brown
http://www.blfgi.com/e-newsletter
Skip to Main Content Area. We work hard to keep all our clients informed about important financial topics. To this end, we publish a monthly e-Newsletter. Full of articles and links to help our clients make smart choices about their money. We hope you enjoy reading our e-Newsletter as much as we enjoy publishing it. If you find any articles or links in our e-newsletters that are especially helpful. Please tell a friend. For your convenience, we provide a search form. Click here to read our Current Issue!
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The Importance of an Insurance Analysis | Toronto Financial Advisor - Burgess Leclerc Financial - Samantha Brown
http://www.blfgi.com/insurance-analysis
Skip to Main Content Area. The Importance of an Insurance Analysis. The decision to buy insurance to protect against a certain risk is usually based on some determination that there aren't sufficient personal resources to cover the resulting financial loss. An insurance analysis is the only way to properly assess your financial situation. Will usually require a significant amount of capital in order to replace it. A complete insurance analysis will also ensure that you have your greatest risks covered.
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Financial Library | Toronto Financial Advisor - Burgess Leclerc Financial - Samantha Brown
http://www.blfgi.com/financial-library-archive
Skip to Main Content Area. Contains hundreds of financial articles designed to answer questions about investments, estate planning, risk management. And dozens of other important financial topics. For your convenience, we have provided a Search Tool. At the top of our website to help you quickly find any available articles on the topic of your choice. Posted 08.08.2016, tags:. The Question That Is Rarely Asked. Posted 07.11.2016, tags:. Court Decision Impacts RRIF Beneficiary Designations. If you are con...
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