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Home > Insight Guide to Practical Investments

The costs — and rewards — of motherhood

Listen to this Podcast The costs — and rewards — of motherhood We all — [...]

23 Comments

01
May
Plan now — and avoid next year’s RRSP scramble

Listen to this Podcast Plan now — and avoid next year’s RRSP scramble If you’re [...]

25 Comments

01
Apr
5 ways to help your clients track spending

Listen to this Podcast 5 ways to help your clients track spending As a financial [...]

25 Comments

04
Mar
Wills and trusts — what do you need for a successful estate plan?

Listen to this Podcast Wills and trusts — what do you need for a successful [...]

18 Comments

05
Feb
What wise investors know

Listen to this Podcast What wise investors know Whether you are brand new to investing [...]

30 Comments

03
Jan
How to spot an investment scam

Listen to this Podcast How to spot an investment scam It’s quite easy to spot [...]

30 Comments

07
Dec
Do what most Canadians are not doing before retirement
December 1, 2018

[...]

27 Comments

A simple approach to money management when you’re starting out

Listen to this Podcast A simple approach to money management when you’re starting out When [...]

23 Comments

01
Nov
Are you paying your “retirement tax”?

Listen to this Podcast Are you paying your “retirement tax”? As a Canadian consumer, you [...]

27 Comments

28
Sep
6 Estate Planning Essentials

Listen to this Podcast 6 Estate Planning Essentials A recent poll by Angus Reid Institute [...]

26 Comments

21
Aug
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    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
    Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract.
    *Insurance products and services provided through A&J Innovative Financial Services Inc. and Carte Financial Services Inc.
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    • About Melanie Kim
    • My 360º Process
      • My 360 Process
        • Knowledge Base
        • Cash Flow Management
        • Risk Management
      • Col 2
        • Investment Planning
        • Estate Planning
        • Tax Planning
      • Image Column
    • Financial Calculators
    • Book An Appointment
    • My Blog
    • Client Login