Guaranteed Investments - The Definitions

Geoff Cook - CFP, CHAIP

Sometimes it is appropriate that people hold guaranteed investments, or sometimes people are sick of seeing their accounts fluctuate all the time and want to purchase a guaranteed investment.Although...

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GIC Rates in Canada

Geoff Cook - CFP, CHAIP

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 L...

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Geoff Cook - CFP, CHAIP

We do not believe in taking a pre packaged investment solution for our clients.Your life is way to unique for that. We develop investment strategies that make sense for you and your family now, and in...

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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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