David and Susan are in the process of inheriting $350,000 following the recent death of his mother; they want to know what to do with these assets as well as the $10,000 a year they have available now that they no longer have education expenses
Sandra and Chris — Canadians who have moved to the U.S. — are concerned that their tax matters in both countries have not been handled properly. Two advisors give their take on what steps the couple should take to set things right
“Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks with Anne Hammond, a Canadian investment manager and certified financial planner with Rogers Group Financial Ltd. in Vancouver; and Treena Nault, an advisor with Investors Group Inc. in Winnipeg. The Scenario: John, 45, and his wife, Tanya, 38, […]
Recently split from her common-law partner, Anne wants to buy a house and fund her daughter’s post-graduate education. Anne’s goals may be achievable, say two advisors, but with a few significant adjustments
Tom and Alice want to know if they can turn their layoffs into early retirement. Despite modest incomes, they own a mortgage-free house and have some savings. Two advisors crunch the numbers
Jeanne wants to know how best to turn her windfall into higher retirement income. Two advisors, with differing inflation assumptions, offer their recommendations on how to invest the money — now and in the coming years
Dentist and his wife can use a private corporation, a pension plan and insurance to secure a comfortable retirement and leave a generous estate
A 50-year-old woman in Fredericton who recently lost her husband is prepared to return to work in order to bring income into the family home and to ensure that her goals of going on major trips and leaving money to her children are met
Derek and Susan are worried about meeting their future financial goals if Derek’s struggling employer is either taken over or shut down. However, the couple should be OK because of Susan’s pension — even if Derek loses his job in the short term
A couple who live on a hobby farm near Edmonton are seeking advice on how to handle the husband’s impending death from terminal cancer as well as how to manage the financial assets once he is deceased