Rob Torrance
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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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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Safeguarding your financial plan from protracted low interest rates
October 01, 2013 • Financial Planning, Investment Planning
What you should know about low interest rates. With low interest rates as a matter of policy, it’s not a bad idea to know what it means for your investment portfolio long-term – and what you can do about it. Read more…
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Transitioning the family business
October 01, 2013 • Estate Planning, Financial Planning, Lifestyle, Retirement Planning
As baby boomers head toward retirement, many will be faced with the prospect of selling or transferring a family business. If you’re a business owner in this situation, here are five key issues to keep in mind. Read more…
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How to balance risk and reward when rates are low
July 01, 2013 • Investment Planning
When interest rates at record lows, how do you ensure that you're earning enough on your investments to stay ahead of inflation, while not taking on too much risk to your portfolio? Read more…
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Want to make the most of education savings for your kids?
July 01, 2013 • Financial Planning
Go beyond the ABCs of making the most of your education savings plan for your kids, and consider some of these more advanced strategies. Read more…
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Will you be able to retire when you want?
July 01, 2013 • Retirement Planning
There are three key variables that may affect your retirement date. Learn more about how you can compensate if there's a life change that affects one of them. Read more…
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Money tips for you and your teens
July 01, 2013 • Financial Literacy, Financial Planning
Becoming a savvy financial planner is an education of its own. What are the tips that you should be imparting to your teens during and leading out of their school years? Read more…
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Tax-smart gifts to grandchildren
July 01, 2013 • Tax Planning
Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know. Read more…
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