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Phone: +1 403-703-8184



Website: www.dtrfinancial.ca/

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DTR Financial 28.02.2021

For those who heard about what was happening with stock trading last week, here is a great article that is easy to follow to understand what was actually happening. https://www.theglobeandmail.com//article-how-did-the-redd/

DTR Financial 19.02.2021

DO YOU HAVE A WILL? HAVE YOU REVIEWED IT? If there is one thing that we have learned in the last year, it is that life is truly unpredictable, and can change without notice. With financial uncertainty for so many right now, I have been doing a lot of work with clients around documenting exactly where they are from an overall financial standpoint and helping them identify where their real concerns actually are.... One question that keeps coming through this process is "Do you have a will, and does it cover everything that it needs to?". I don't care who you are, what stage of life you are in, what assets you have.........everybody needs a proper will in place. I have seen what happens when a there is no will in place, or the will is not clear, and trust me, it is not what you want to happen to your loved or trusted ones if you pass. To help you understand what needs to be covered, please click the following link to a checklist. If you have any questions, never hesitate to let me know and I will help guide you in the right direction. https://ci.com//com/A%20WILL%20PLANNING%20CHECKLIST_EN.pdf

DTR Financial 12.02.2021

https://www.forbes.com//while-working-from-home-peopl/amp/

DTR Financial 08.02.2021

You can start taking CPP at anytime between ages 60 and 70, and the best time to do so is different for everybody depending on your situation. Be sure to check with a Certified Financial Planner to decide what age is the most advantageous for you.