Carruthers Financial

Our Team

You can move forward with confidence knowing our team is beside you every step of the way.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.

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Established Family
Families with older children need a wise cash flow management plan to help contend with rising...
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Protecting your family
No financial strategy is complete without a plan to protect loved one from financial loss.

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Your investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.

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Your Retirement
Retirement today comes with many possibilities. We can help you make the most of every...
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Young family
A wise financial strategy can help keep a growing family on track during all the "growing-up"...
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Retiree
Careful planning can help ensure the highest income level to make your retirement dreams a...
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Starting Out
Starting out with a firm financial foundation is a great strategy for building a solid...
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Income Tax Planning
Minimizing taxes through carefully planning is one of the most powerful financial strategies...
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"Carruthers is a boutique financial services company. From retirement and estate planning for individuals and families, to group benefit programs for companies, we're your partner for every life stage of your family and business."

- Jennifer Walker, Partner, CFP®, CEBS, CHS, MFA-P

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Carruthers Financial Hot Topics

Cycle of Market Emotions

August 8, 2022

Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart below helps to illustrate the emotional aspects of investing. The human brain constantly searches for trends or patterns in things, trying to make sense out of... Read more

How's Your Group Life Insurance ?

August 8, 2022

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life insurance needs. A new single co-worker got the same benefits after only 90-days and Owen wonders if his group insurance can let him down.... Read more

Dealing with a Family Cottage

August 8, 2022

When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but creating time for family was their primary goal. Indeed, the property value had appreciated considerably, but more importantly, it had given them a lifetime of memories with their children... Read more

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.