Industry Articles

Family Finance asked Derek Moran, head of Smarter Financial Planning Ltd. in Kelowna, B.C., to work with Walter. “The good side of this story is that some of Walter’s income will continue even if he is not working. Income maintenance is supported by his employer and government financial programs. The downside is that he will go into retirement with two decades to run on his mortgage.”

As a result of the COVID-19 pandemic, many employers have been forced to lock down their offices,

If the past few months have given you more time for introspection, use it to improve your

Payments must be reported as income for the 2020 tax year As we enter the fourth eligibility

Performing the know-your-client process during a pandemic has both pros and cons In good times, advisors go

Help your clients prepare for a rainy day with this helpful list In my last Positive Note,

It’s time for pre-retirees to start taking concrete steps. For many pre-retirees or those entering retirement, the

Operations are coping well but human effects pose a bigger obstacle By: James Langton The retail investment

By David Christianson, BA, CFP, R.F.P., TEP, CIM Sr. Advisor at Christianson Wealth Advisors, Sr. VP and