One day you decide to walk into your bank to see if your advisor is working. You were nearby and wanted to ask him a question about your investments. You walk up to the reception and ask to speak to him. To your surprise, you are informed that you have been assigned someone new.
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When building a financial plan it is important to fully analyze an individual’s income source and benefit arrangements. By doing so, a proper strategy can be put in place to maximize a person’s wealth and guide them towards accomplishing their financial goals.
As a public servant, some of the strategies employed can be quite different when compared to someone working in the private sector. Although the government’s pension and benefits are typically top of the class there may be specific ways that government employees can do even more with the money they receive.
Read MoreYou received your tax return today!
Now, what should you do? That new 3D smart TV would look great in the living room! Or a trip down South would do wonders in helping you forget the long arduous winter we’ve just experienced.
Although the urge to spend this sudden windfall today may seem irresistible, you should take a few breaths and consider options that will make that money work for you.
Read MoreOne of the most common questions I have been asked in the past year by employees of the Canadian Federal Government is; “what do I do with my severance pay?”
Read MoreEver since the introduction of the Tax-Free Savings Account (TFSA) there has been a dilemma for many Canadians; where to place their hard earned money, in a TFSA or an RRSP (Registered Retirement Savings Plan)?
Read MoreBased in Ottawa, Ontario, Astrolabe Financial Group Inc. is a fee only financial planning firm. It was founded by two financial advisors that were troubled by the lack of fee-for-service financial planning accessible to the average Canadian. Most locally based Financial Advisers and Financial Planners appeared focused on selling financial products and not providing financial advice and education.
The company was founded in November 2011, the first ever Financial Literacy Month in Canada. We pride ourselves in providing sound financial advice and improve our clients’ financial literacy during the process. It is then fitting that Astrolabe Financial Group’s anniversary will always fall in Financial Literacy month.
Contact us to learn more about our services and how we can help you and your family navigate the treacherous Canadian financial landscape. Let us steer you to calmer waters.
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