Michelle Lo
Wealth Advisor, Branch Manager
Safeguarding your family’s financial future
Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio.
Read more…The Home Buyers’ Plan and Lifelong Learning Plan allow for tax-free withdrawals from a Registered Retirement Savings Plan (RRSP). Find out if it’s worthwhile financially.
Read more…Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
Read more…It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk.
Read more…It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
Read more…Managing COVID-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
Read more…In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes.
Read more…You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
Read more…There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
Read more…You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
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