As you approach the milestone of your 60’s, it’s essential to engage in comprehensive financial planning to make the most of your hard-earned savings and investments. We will guide you through the critical aspects of financial planning in your 60s, offering insights and actionable advice to help you navigate this important phase with confidence. Finalizing […]
50 is an exciting milestone. By now, your hard work and dedication have likely resulted in a successful career and financial stability. As you enter this stage, it’s crucial to shift your focus towards securing your future and ensuring a comfortable retirement. We will guide you through essential financial considerations to help you make informed […]
https://www.youtube.com/watch?v=9Ugr2vgNBQs&t=3s Many of our clients work for corporations that offer a variety of employer savings programs designed to enhance their financial security. These programs can encompass Group RRSP programs, Employee Profit Share Plans, Defined Contribution Plans, and the increasingly popular Restricted Stock Unit (RSU) share plans. While our clients often grasp the advantages of these […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Service, CI Assante Private Client and will feature Kevin McSweeney, Senior Vice-President, Portfolio Manager & Lead – Canadian Equities at CI Global Asset Management. In this […]
As you know, the cost of owning a home continues to rise. Young adults are struggling as years of savings are becoming more inadequate towards their first home goals. To address this, Budget 2022 proposed a new Tax-Free First Home Savings Account (FHSA), a new registered account to help individuals save for their first home. […]
We invite you to attend our FHSA webinar, where we’ll be covering everything to know on the FHSA. This includes FHSA benefits, contribution room, timelines, review real case studies and expert insights. This session will be hosted by Jacqueline Ozdemir, Financial Advisor. Webinar details: Date: Thursday, September 14, 2023 Time: 3:30pm ET Register here
https://www.youtube.com/watch?v=GcUfmQ5PmPE Are you nearing retirement age and considering downsizing your home? Nowadays, there’s so many different approaches to downsizing and how you go about it depending on your unique needs. We work with a lot of folks in Southern Ontario to help them answer the question: Do I have enough? In other words – is […]
https://www.youtube.com/watch?v=AOov5_cVscg The Canadian Securities Administrators, an umbrella organization of provincial and territorial securities regulators, introduced a measure two years ago to help protect investors’ financial interests. Investors could give their advisor the name of a “trusted contact person.” Meeting a need An advisor can contact this individual if the advisor believes the investor may be […]
As you step into your 40s, you’ve likely achieved significant milestones in your professional life. With a solid foundation built, it’s time to shift your focus towards long-term financial planning. Your 40s present a unique opportunity to reassess your financial goals, adapt your retirement savings strategy, evaluate insurance coverage, and lay the groundwork for a […]
With a successful career and significant invested assets, your 30s is the perfect time to take charge of your financial future. Financial planning in your 30s is not only about building wealth; it’s about securing a bright financial future, retiring comfortably, and achieving financial freedom. At Ferguson Financial Planning, we understand the unique challenges and […]
