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

Year-End Planning Tips

December 12, 2022

Now is usually the best time to consider harvesting tax losses before the year-end to manage your overall income tax situation, based on various types of earned or investment incomes. Investors have a few weeks left to sell unwanted assets like individual stocks, mutual funds, cryptos, equity... Read more

Happy Holidays from the Carruthers Team!

December 12, 2022

Our last newsletter of 2022…where has this year gone!? The holidays season is here already. At Carruthers we have been decorating the tree, preparing for our Christmas party and giving back by sponsoring a family for the holidays. As we look back on the past year, we are grateful to have been able... Read more

Beware of Travel Scams

December 12, 2022

If you are planning a holiday, it is wise to be aware of the six most common travel scams you might encounter on your journey. Travel scams vary from country to country, but a few scams are commonly found almost everywhere. We have put together a list to help you stay safe during your adventure... 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.