Financial Planning

Financial Strategy

A financial strategy is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.

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Retirement Planning

About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the three key strategies for retirement planning success.

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Portfolio Analysis

Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine your long-term rate of return. Find out if your risk level is too high and if you’re on track to meet your goals.

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Estate Planning

Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper planning can help reduce the overall tax bill for your estate.

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Carruthers Financial

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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.

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