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Sterling Rempel selected as Finalist in Canada Financial Planning Awards

Submitted by Future Values on May 26th, 2016

PlanPlus Canada National Financial Planning Awards winners announced

ORLANDO, Florida, May 24, 2016 – The winners of the first annual PlanPlus Canada National Financial Planning Awards competition were announced at the Canadian Institute of Financial Planners' annual congress in Orlando, Florida.

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Responsible Investing Basics for Canadian Investors

Submitted by Future Values on April 1st, 2016

The Responsible Investment Association recently published a slideshow: RI Basics for Investors.

You may view this at: 
https://www.dropbox.com/s/mys2t36dnddd4bj/RI-Basics-For-Investors.pptx?dl=0
(shared with permission of RIA)

Sterling Rempel is an Advisor member of the Responsible Investment Association. www.riacanada.ca

 

Tags:
  • Investment risk tolerance; retirement planning; mutual funds

The 4 Essential Elements of a Retirement Plan

Submitted by Future Values on March 10th, 2016

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: a defined benefit pension plan that guarantees a lifetime income, their own savings, and the Canada Pension Plan.

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Does Your Portfolio Embrace Market Volatility?

Submitted by Future Values on March 10th, 2016

Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result they have moved a significant portion of their investments into bonds or other fixed yield vehicles.

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Emerging Sustainable investment opportunity

Submitted by Future Values on January 11th, 2016

TORONTO, Jan. 11, 2016 /CNW/ - NEI Investments ("NEI") today announced the successful launch of the NEI Environmental Leaders Fund to be sub-advised by Impax Asset Management Limited ("Impax").

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Financial Planning with Life Insurance

Submitted by Future Values on January 4th, 2016

Most people are familiar with the basic concepts of life insurance and understand that some level of protection is a necessary part of modern financial life. The question of what life insurance can actually accomplish, when considered as part of an overall financial plan, is more involved and worth a closer look.

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Beat the Federal & Provincial tax increases with an Insured Deposit Fund

Submitted by Future Values on December 8th, 2015

The Federal Liberal government confirmed their election platform regarding Income Taxes in the December 7, 2015 Notice of Ways & Means Motion.

These changes are expected to take effect for January 1, 2016.

Several important changes were:

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Beat the Federal & Provincial tax increases with an Insured Deposit Fund

Submitted by Future Values on December 8th, 2015

The Federal Liberal government confirmed their election platform regarding Income Taxes in the December 7, 2015 Notice of Ways & Means Motion.

These changes are expected to take effect for January 1, 2016.

Several important changes were:

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Demystifying whole life premiums

Submitted by Future Values on November 27th, 2015

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule; however, when the structure and features of whole life insurance are fully understood, a fair-minded person would see that it offers affordability and flexibility along with unmatched long-term security.  When whole life premiums are clearly explained, it becomes

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How to Choose the Right Investments

Submitted by Future Values on November 27th, 2015

When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments, which can be a daunting task due to the number of options and, in many cases, their complexity.  In addition to understanding how different investments work, it is essential for investors to know if they are suitable for their particular needs and risk tolerance.

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