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June 25th, 2019

What’s the Difference Between a Financial Planner & Financial Advisor?

June 24th, 2019

Though some people use the titles interchangeably, financial planners and financial advisors are two different entities that revolve around helping clients meet specific financial objectives. However, planners and advisors work differently. Necessary qualifications and education are also different. What Does a Financial Planner Do? Beyond the province of Quebec, anyone can call themselves a “financial planner.” In Canada, you do not need a designation to be called a financial planner,… Read More»

Annuities – Ottawa, Ontario

May 6th, 2015

Annuities are contracts sold by an insurance company which provide guaranteed regular payments to the policy holder during retirement. Individuals invest funds in the annuity, which are locked in and grow interest for an established period of time. At the end of the term, the annuity pays out a specified amount of money at defined intervals. Annuities and their interest are not taxable until the funds are withdrawn from the… Read More»