Rob Torrance B.Sc.
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
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The investment factor you can control
December 14, 2018 • Financial Planning, Investment Planning
You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.
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When life changes, so do financial plans
December 14, 2018 • Financial Planning
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
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I'd like to talk to you about a loan
December 14, 2018 • Financial Planning
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.
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Invest wisely and sleep well at night
October 12, 2018 • Financial Planning, Investment Planning
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing. Also important, however, is that risk tolerance isn’t something you set and forget. It can change over time because of personal experiences or evolving life situations.
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The smart way to view an expected inheritance
October 12, 2018 • Financial Planning, Retirement Planning
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly. Anyone’s parent or parents could encounter situations or challenges that jeopardize the legacy they wish to leave to their children.
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Factor the new longevity into your financial plans
October 12, 2018 • Financial Planning
Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.
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Should you open the bank of Mom and Dad?
June 15, 2018 • Financial Planning
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
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Plan now for year-end to-dos
September 24, 2017 • Financial Planning
Why wait for the busy holiday season to take care of your end-of-year financial tasks, like charitable donations and RRSP top-ups? These simple steps can help reduce stress by giving you a head start on your financial to-do list. Read more…
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Simplify your financial life
September 24, 2017 • Financial Planning
Have investments spread out across different financial institutions? You’re not alone. But instead of trying to juggle different accounts, statements and fees, consider how consolidating your investments in one spot can bring you closer to your goals. Read more…
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