Rob Torrance B.Sc.
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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5 guidelines to making the most of a financial windfall
March 25, 2014 • Financial Literacy, Financial Planning, Luxury Assets, Retirement Planning
From a severance package, to a divorce settlement, to an inheritance, there are five principles that can help you put unexpected funds to the best use. Read more…
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Put your tax refund to work
March 25, 2014 • Tax Planning
Expecting a tax refund? Hooray, you might think — free money! Well, not really. Why not consider using your money in a way that generates longer-lasting benefits? Here are some ideas. Read more…
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This just in – we’re living longer
December 25, 2013 • Estate Planning, Financial Planning, Insurance Planning, Lifestyle, Retirement Planning
Research confirms pensioners are living longer than expected. Are you financially prepared for the long haul? Read more…
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Ways to keep control over your legacy
December 25, 2013 • Estate Planning
For those who want to do more than just leave an inheritance, there are many ways to keep control over how assets will be passed on. Read more…
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Invest for your future, in comfort
December 25, 2013 • Financial Planning, Investment Planning, Retirement Planning
Being honest about your comfort level with risk will help shape your ideal investment plan for long-term goals such as retirement. Read more…
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Keeping investment goals on track
December 25, 2013 • Financial Planning, Investment Planning
If you’re looking for everyday ways to invest more for your retirement, these two approaches can boost contributions to your portfolio. Read more…
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RRIF withdrawal strategies
December 25, 2013 • Financial Planning, Retirement Planning, Tax Planning
Every dollar you take out of your Registered Retirement Income Fund (RRIF) is considered taxable income in that year - that's why many are using these options to save fees or taxes on RRIF withdrawals. Read more…
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What we can learn from successful female investors
October 01, 2013 • Investment Planning
Are women investors showing up the men? Are women the real masters of the investing universe? Research says yes. Read more…
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Look abroad for growth potential and enhanced diversification
October 01, 2013 • Financial Literacy, Investment Planning
Look beyond the backyard for growth. Canada’s a great place to live and a great place to invest. But make sure you know the potential that lies outside our borders. Read more…
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Is long-term care insurance a good choice for you?
October 01, 2013 • Financial Planning, Insurance Planning, Lifestyle, Retirement Planning
Living long means being prepared. Our life expectancy in this country is getting better and better. Will your insurance keep up with your needs? Read more…
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