What's going to happen in 2015

Geoff Cook - CFP, CHAIP

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Financial Planning Barrie

In continuing with our work from last year - we will be consolidating 2015 market and economy outlooks from some of the worlds top investors and economists.This is a working list that will be updated as new outlooks come available so be sure to check...

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What's going to happen in 2014

Geoff Cook - CFP, CHAIP

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 Below is a complilation of the outlook for 2014. Highlights include, The Economy, Jobs Growth, Market Forcasts and much more.Blackrock Investment Institute - 2014 Outlook            &n...

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Investment and Market Commentary

Geoff Cook - CFP, CHAIP

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The amount of information available in the financial services world is outstanding and overwhelming. It can be frusterating as there are so many contrarian views, and articles written by non-professional writers.We have comprised some of our more fav...

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Beware of Scams

Geoff Cook - CFP, CHAIP

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Scams

 Scams and frauds are all around us. I personally was scammed several years ago in a money transfer scam.A few years ago, I was in the market for a new car and found a great on an Acura sports car online through Ebay.The seller told me that he h...

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GIC Rates in Canada

Geoff Cook - CFP, CHAIP

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To see the rates of all GIC providers in Canada click on the image belowSource: canoemoney.caDid you know you can often earn a higher rate of return and get added benefits by purchasing a GIC from a Life Insurance Company? ---When dealing in fin...

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Useful Calculators

Geoff Cook - CFP, CHAIP

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Check out these great useful calculators that will help you understand and get organized with your financial affairs. Send us a message if you would like help using or understanding one. Financial Needs Analysis     &nbs...

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Personal and Financial Information Organizer

Geoff Cook - CFP, CHAIP

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It is important that we stay organized with our financial affairs. We reccomend keeping certain important information in a safe, easy to find spot in case in the future aspouse, family member, or friend needs to take care of something for us.Here is...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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