Philip Boertien, CLU

It's hard to plan for your retirement when you don't understand the types of income sources that you’ll have. I can help. Book a virtual meeting today for a review of your retirement plan.

Before jumping into the real estate market, consider these 6 pieces of practical advice as helpful tools to navigate your way through the changing landscape of homeownership.

Did you know that there could be a significant difference in your finances depending on if you have an advisor or not? It’s important to start saving as early as possible and that’s where I come in. Let’s set-up an appointment today to discuss your financial strategy.

Renting out your cottage this summer is a great way to earn some extra income. Before you do, take a look at some important tax deductions you can claim on next years return.

During uncertain times, it helps to have some type of financial security on your side. That’s where temporary life insurance can be a helping hand. Contact me to learn more.

Instead of asking What should you do when the markets go down? try What should I not do? Panic. For questions about your investments, contact me today.

If you’re a single parent then you know that every dollar counts, especially when you’re going through times like these. How are you prepared to protect your children if something happens to you?

Looking back on history can provide insight into how the COVID-19 pandemic will play out in the markets during the upcoming months. For concerns or questions related to your investments, I’m here to help. Contact me today.

The RRSP deadline is coming up quickly! Don’t miss out on your 2019 tax deduction. Contact me today!

February is the busiest month for RRSP contributions but in order to get the biggest bang for your buck it’s important to have a strategy in place. For help with your financial plan, contact me today.

Are you utilizing your TFSA to the fullest? Many Canadians are not. The Tax Free Savings Account perhaps should have been called the Tax Free Investment Account as the CRA reports 57% of Canadians assets in these plans are held in savings accounts or cash. Talk to me today and lets review your portfolio and make sure you know your options and are properly benefiting from this investment account.

As the year winds down to an end, take a look at the tax changes that could impact you this upcoming year.

The World Economic Forum suggests that Canadians will outlive their retirement income by 10 years. Let’s work together to build a plan that’s right for you.

It’s been announced that the new TFSA contribution room for 2020 is $6,000, matching the amount set for 2019. Contact me today to learn more about how you can grow your investments tax-free.

Our children’s education can come at a steep price so it’s important to start saving early and contribute often. Contact me today to learn about how RESP’s can help set your children up financial success.

In a recent study by LIMRA, less than 50% of all Canadian households reported having individual life insurance. Are you prepared for the unexpected? Contact me today to ensure you and your loved ones are property protected.

Studies show that for every retiree who is spending too little, there is another one who is spending too much. Contact me today and make sure you don’t outlive your retirement savings.

There are many misconceptions about money. Here are 7 you should stop believing now.

A recent survey found more than 50% of Canadians live paycheque to paycheque and more than a third have no retirement savings at all. As an advisor, I can help get you on the right track towards your savings goals. Contact me today.

What are some of your saving goals and how do you plan to get there? As an advisor, I can help you attain your dreams and build a better financial future. Contact me today to book an appointment!

As life expectancy increases it’s crucial to start saving early to help set yourself up for a comfortable retirement. This article discusses how you can start saving today to build a better future. If you have any questions, I’m here to help.