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Future Values: estate and financial advisors Calgary

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3 ways to get the most out of your first meeting with a financial planner

Submitted by Future Values on February 10th, 2017

Sterling Rempel was featured in this article for the Financial Planning Standards Council.

3 ways to get the most out of your first meeting with a financial planner

http://www.financialplanningforcanadians.ca/financial-planning/get-the-m...

 

Tags:
  • financial planning
  • Investment education

Video: "Save early, save often" is a great strategy for long-term investment goals.

Submitted by Future Values on February 9th, 2017

The power of compound interest: why “save early, save often” is a great strategy for long-term investment goals.

Watch it now:
https://youtu.be/LNXCO7MIC7Q

Tags:
  • investment education, compound interest, mutual funds, investing, financial planning

Video: New investment statement with plain language

Submitted by Future Values on February 9th, 2017

Take a tour of the new Quadrus investment statement, with plain language to understand your investments.

Watch it now: 
https://youtu.be/z8tNHjhBCpw

Tags:
  • Investment statement, Quadrus, mutual funds, Investment education

Video: New investment statement with plain language

Submitted by Future Values on February 9th, 2017

Take a tour of the new Quadrus investment statement, with plain language to understand your investments.

Watch it now: 
https://youtu.be/z8tNHjhBCpw

Tags:
  • Investment statement, Quadrus, mutual funds, Investment education

8 Tips for Finding Balance Between Work and Life

Submitted by Future Values on January 6th, 2017

It is no secret that the typical Canadian is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours, and four out of 10 North American workers say they work over 50 hours a week.

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Will It to be So: Things to Consider for a Strong Will

Submitted by Future Values on January 6th, 2017

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

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Are Investors Their Own Worst Enemy?

Submitted by Future Values on January 6th, 2017

When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behaviour, which is typically dictated by their emotions. Fear and greed have ways of influencing the investing decisions of even the most rational people; which is why most investors typically underperform the markets.

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Client Survey Results - Summer 2016

Submitted by Future Values on September 12th, 2016

In June 2016, we invited our clients to complete a survey about their experience working with our team at Future Values Estate & Financial Planning. 

I’m pleased to share the results with you. When asked,

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Sterling Rempel in the news

Submitted by Future Values on July 27th, 2016

In the News

July 19, 2016
2016 PlanPlus Global Financial Planning Award - Americas Region
Sterling Rempel was selected as one of six finalists in the Global Financial Planning Awards in the Americas Region.
http://www.planplus.com/ca/gfpa

  • Read more

Simply put: the cost of investing in mutual funds

Submitted by Future Values on July 12th, 2016
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Recent Blog Posts

  • Video: What’s Your Risk Management Plan?
  • Video: Don't Like Where You Are Financially? Change Your Behavior
  • Annual Market Update For the year ended of December 31st, 2017

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  • investment education, compound interest, mutual funds, investing, financial planning (2)
  • Investment risk tolerance; retirement planning; mutual funds (2)
  • Investment statement, Quadrus, mutual funds, Investment education (2)
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Phone: 403.229.2123
Fax: 1.866.509.6017
Toll Free: 1.877.229.2123

Email: info@futurevalues.com

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615 – 15 Avenue SW
Calgary, AB T2R 0R4

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At Future Values Estate & Financial Planning we work as your personal financial advisors & planners, offering you a wide range of services that are designed to help our clients from Calgary as well as the surrounding communities: British Columbia, Alberta, Saskatchewan and Manitoba. Our services include retirement planning, insurance planning, risk management, financial planning and estate planning.

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