Investment Planning Counsel
3430 S Service Rd # 101 L7N 3T9 Burlington, ON, Canada

Have you ever thought - I can't remember that! You probably can! There are a lot of great techniques to learn anything. Here is one that you can look at!

For the last several years, there have been concerns over Brexit. Now Brexit has happened. The world did not end. But, Brexit does affect you - the big winner, maybe the United States.

Even in the middle of a health crisis, there have been some amazing Christmas displays put up around the world. Here are a few. Enjoy!

There is a lot of news regarding vaccines these days for COVID19. Who are the scientists that are working on these things? I came across this article. These scientists happen to be two very successful people, that happen to be married!

I have had many questions over the years about the types of life insurance that are available. This article does a good job of explaining the different types of insurance. Please note that the names of these types of insurances vary from country to country and may not be available in all markets. Please let us know if you have any questions.

Have you ever wondered whether you should have life insurance? Some argue that only a wage earner needs life insurance, especially when replacing their income. Has anyone added up the value of the "jobs" completed by a stay-at-home parent? Yes! Here is a good article indicating why if you have not looked at Life Insurance, you should - and we can help!

Regardless of whether you are seeking success or looking to develop a good skill set, I enjoyed this article for the three great tips that it has. Many successful entrepreneurs and most people who just exude a "joy for life" practice the self-discipline noted in this article. Enjoy!

It certainly appears that there is a transition in government coming for our neighbours to the south. Do we need to change our investment philosophy for a change in government? Perhaps. It really depends on the timeframe of your goals. Depending on the type of investments you have and your financial plan's robustness, you may or may not have to do anything. This article talks about some potential changes some investors may be considering. Talk to your advisor to determine if you need to make any changes.

One of the biggest things that we help people with is planning to transition their wealth from one generation to another. Once you own any property type (financial or physical), you should start to think of its eventual transfer. Estate planning does not have to be complex - sometimes it is - sometimes it is as simple as making sure you have some small but critical steps taken care of. We are happy to help - some of the things we take care of with you - some we need to help you get taken care of. We are happy to help.

"Well diversified investing makes the most sense." - Rana Chauhan. Take 7 minutes to watch this excellent video that summarizes what's happening in the current market!