Rob Torrance B.Sc.
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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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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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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