Feature: ~ On the brink: U.S. election special edition~
Other Stories: ~ How to teach your child about money ~
~How to develop a successful retirement income strategy ~ Why the Vanderbilts should inspire you to create an estate plan ~
On the brink: U.S. election special edition
“What impact will the U.S. election have on my investments?” This is the question investors have been asking repeatedly over the past few weeks. Kim Parlee talks to Brad Simpson, Chief Wealth Strategist, TD Wealth, about how to factor in the election and other risks into the investment equation.
CLICK HERE to watch the video clip. If you would like a copy of the full PDF document by TD Asset Management's Brad Simpson, contact us.
Other Stories: How to teach your children about money
Financial literacy is one subject that may get overlooked in schools, so it’s up to parents to make sure their child learns valuable skills in money management as they grow up. There’s no definitive approach to teaching your child – what’s right for your family would depend on your principles and beliefs and your child’s personality.
CI Funds has a brief but informative article pertaining to this CLICK HERE to view and be sure to contact us shoudl you have any questions.
How to develop a successful retirement income strategy
Find solutions with unique benefits to meet your retirement challenges
There are three important considerations to keep in mind when you’re building a retirement income strategy:
Systematic Withdrawal Plans
Guaranteed Lifetime Income Benefits
To determine what's right for you, you’ll need to look at how each of the following could impact or influence how you want to invest.
Why the Vanderbilts should inspire you to create and estate plan
What happens to family fortunes, and why do inheritances get so messy and confusing? Let’s look into the reasons why this occurs and find out how you can prevent this from happening to your estate.
CLICK HERE to read this full article from Wealth Advisor. If you have any questions please be sure to contact us.
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Did You Know...
At Irvine Financial we implement a process with a comprehensive approach, offering a balance of customized service, financial planning, investment opportunities and risk management.
Helping all our clients to manage their financial matters during each stage of their life and help them reach their personal financial goals in the most tax and cost-effective way is what we do, CLICK HERE to book an appointment.
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Financial Term of the month
Variable life annuity
An annuity providing a fluctuating level of payments, depending on the performance of its underlying investments.
Are you aware of our Life Insurance Estimator?
Our handy calculating tool can quickly provide the amount of life insurance coverage you may need in addition to the existing coverage you are included under.(Note: As the name indicates this is an estimation and should not be assumed to be an analysis). CLICK HERE for your estimation. Be sure to contact us to review your insurance needs.
BC's Covid-19 response - Updated
We are in Phase 3! The Provicial Government of British Columbia has updated the steps to reopen our economy as well as some additional programs CLICK HERE to explore BC's Covid-19 response.
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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Irvine Financial. The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Readers should consult their own subject matter experts for advice on the specific circumstances before taking any action. The opinions expressed are those of the owners and writers only. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values frequently change and past performance may not be repeated. Please read your funds simplified prospectus before investing.