latest articles

Beware of Travel Scams

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.

The Ravages of Alzheimer's

The Ravages of Alzheimer's

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and financial toll this degenerative disease can take.

End of Year Checklist

As the end of the year quickly approaches and you become busy with friends, family, and the holidays, it is important to remember to review your financial plan and investment strategies to best prepare you for 2023!

Here is our end of year financial planning checklist:

Get Smart Savings Tips

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you manage your money plays a key role in finding and maintaining that balance.

We've curated some savings tips to help ensure you can enjoy your life now while also saving for your future.

Estate Plans and Your Children

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are some questions that might naturally spring to mind. How much should you leave them? Should you make arrangements to give it to them while you're still alive? More importantly, will giving them a large sum of money actually help them or set them up for failure? These are just three of the most important things you should consider before setting up your estate distribution plan.

Big Achievement!

September was an exciting month for the Carruthers team! We are honoured to have won the 2022 Aurora Chamber of Commerce Business Excellence Award in the professional services category.

We would like to thank our friends, families and most importantly our clients for all the years of business together. Without you none of this would be possible!

To the Aurora Community and the Aurora Chamber of Commerce, thank you for the recognition and support. We look forward to working together for many more years!

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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.

Carruthers Walker Financial - RIA Certified
Carruthers Walker Financial - Best Business of 2024, ThreeBest Rated®
Carruthers Walker Financial - Newmarket Chamber of Commerce 2023 Member
Carruthers Walker Financial - Aurora Chamber of Commerce