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Cash Flow Planning

Cash Flow PlanningCash Flow Planning

 

The key to successful financial planning is cash and debt management.  With the constant pressure for instant gratification many people find this topic stressful!

Financial management is more than preparing a budget, or figuring out when you can afford to buy a house. In many cases, a client may not have the cash flow to fund his or her objectives and that’s where I can help.  By  properly structuring your debts, I can help you achieve your financial goals and objectives.

High Interest Accounts Can Earn 2.25% to June 30, 2018

From now through June 30, 2018, Manulife Bank clients can earn 2.25% interest when opening any of the following accounts by May 18, 2018: Personal Advantage Account (non-registered, Canadian dollar) Registered Advantage Account (our registered retirement savings plan) Tax-Free Advantage Account (our tax-free savings account) There is no minimum balance required, and interest is earned on every new dollar deposited …

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Open a Manulife Advantage Account ONLINE – Earn 2.25% [*1] interest through April 2018!

Open a Manulife Advantage Account ONLINE – Earn 2.25% [1] interest through April 2018! I’m excited to share details on an exclusive, limited-time offer Manulife Bank has made available to select advisors, including myself. I believe this opportunity may be a great complement to your current financial plan. High interest rate on new everyday banking and savings account Apply for …

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2.5% Limited Time Rate Offer – TFSA & RRSP

2.5% Limited Time Rate Offer – TFSA & RRSP You can earn 2.50% interest until April 30, 2017 on every new dollar deposited into a Manulife Bank Tax-Free Advantage Account (TFSA) or Registered Advantage Account (RRSP) from December 5, 2016 to March 15, 2017**.  I can easily setup an account online for you. Simply click the button below to …

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Annuity Payout Rates for Life Annuities

Annuity Payout Rates I read an interesting US technical article on Annuity Pricing Sensitivity and while the scope of the article is very detailed, one chart showing the payout rate versus age got my interest, as shown below.   As I get a lot of requests for annuity quotes, I thought Canadians might find the data interesting …

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The Value of Financial Planning Study

The Value of Financial Planning Study I am a member of the Financial Planning Standards Council (FPSC®).  It develops, promotes and enforces professional standards in financial planning through the Certified Financial Planner®/CFP® certification, and raises Canadians’ awareness of the importance of financial planning. FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. A study …

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