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Investia Financial Services - Charleswood Financial Planners |

Money Concepts Charleswood is a group on independent financial advisors serving investors in the Winnipeg, Manitoba area.

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Investia Financial Services - Charleswood Financial Planners | | investiawpg.ca Reviews

https://investiawpg.ca

Money Concepts Charleswood is a group on independent financial advisors serving investors in the Winnipeg, Manitoba area.

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1

Insurance Analysis | Investia Winnipeg

http://www.investiawpg.ca/insurance-analysis

Skip to main content. Gov't Sites and Forms. Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs. For seniors, there is a four in ten chance that they will require some form of nursing care which, at the current rate, will become prohibitively expensive or even unavailable for most people. An analysis will enable you to see exactly what kind of financial exposure you face if these risks are not covered. We serve i...

2

Why Time Matters | Investia Winnipeg

http://www.investiawpg.ca/e-newsletter/2015/2015-08/article-1.htm

Skip to main content. Gov't Sites and Forms. Posted on August 10, 2015. It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future. Conversely, in the event that the advisor and the client get lucky and make a large return on their money, such as 30% for example, does the out-sized gain in a one-year ti...

3

Tax Planning | Investia Winnipeg

http://www.investiawpg.ca/tax-planning

Skip to main content. Gov't Sites and Forms. The biggest mistake many people make is to wait until April to concern themselves with their taxes. Throughout the year there are many financial decisions that can be made that could significantly impact the amount of taxes owed. The Act is full of income exclusion rules, key tax credits, retirement plan contribution options, and investment rules that are easy to miss or miscalculate without the organization and foresight that tax planning provides. You are mo...

4

Resources | Investia Winnipeg

http://www.investiawpg.ca/resources

Skip to main content. Gov't Sites and Forms. To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics. Below or use our Search Tool. Above to find articles pertaining to almost any type of financial situation. If you need additional assistance, please don't hesitate to send us an email or call our office. 5 Strategies for Difficult Markets. A Case for Equities and Equity Funds. We serve in...

5

Retirement: The Promised Land or Crushing Boredom? | Investia Winnipeg

http://www.investiawpg.ca/e-newsletter/2015/2015-08/article-3.htm

Skip to main content. Gov't Sites and Forms. Retirement: The Promised Land or Crushing Boredom? Retirement: The Promised Land or Crushing Boredom? Posted on August 10, 2015. For years, you have been anticipating that last day at work. When it finally arrives, will it live up to your expectations? While the lemonade may be in unlimited supply, your attention span is not. What happens if you get bored? What may surprise you is the work you have been doing all along could be the real refresher. These findin...

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Asset or a Liability? Roy and Mary mistakenly believed that they could simply gift the cottage to their children and postpone taxes on the gain. While the property can be gifted to a spouse or rolled over tax-free on death to the surviving spouse, when it transfers to children or grandchildren, taxes on the gain in value will be due. Because their ultimate intent is for their heirs to get the cottage, there are some things they can do now to minimize the hassles and costs when the time comes. A more viab...

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