Comments for Advantage Wealth Planning

Comment on RRIF Withdrawals by Withdrawals from RRSP or RRIF - Financial Planner,Kingston,Belleville

Withdrawals from RRSP or RRIF - Financial Planner,Kingston,Belleville — Thu, 01 Oct 2020 17:25:01 +0000

[…] Therefore for lumps sum withdrawals, you might want to withdraw from your RRSP but if you want regular payments (monthly, for example) then consider converting the RRSP to a RRIF. For more information, click here for more information. […]

Comment on The New Kid on the Block…the Variable Annuity / GMWB! by donmaycock

donmaycock — Thu, 20 Aug 2009 10:46:23 +0000

In reply to Ian Chapman. Hello and thank you for your question. I had to do some digging and have decided this would make a great newsletter article in the future. Here is a organizations in Ontario that I am registered with. 1) Ontario Securities Commission (OSC) - link If you type in your advisors last name it should return his name and firm name in a hyperlink. Click on the hyperlink and in my case shows I am listed for mutual funds. 2) Life Insurance Agent http://www5.fsco.gov.on.ca/alias2a/agents.aspx Enter the advisors last name and town or license number if you know it. 3) To check if a CFP click here This one is more tricky. For me Don Maycock does not work, need to use Donald Maycock. I need to give these guys some feedback...their search criteria is too sensitive. Even for me working in the industry, this was quite an exercise. I also have a CIM, Canadian Investment Manager, designation. Also need to figure out how to add that. Cheers Don

Comment on The New Kid on the Block…the Variable Annuity / GMWB! by Ian Chapman

Ian Chapman — Thu, 13 Aug 2009 00:27:48 +0000

licensed for mutual funds and insurance.
Hi, who issues these licenses and how do I know if the guy I’m dealing with is not a scammer? He works with CI and he has started to be more sales orientated than I think he should be. I no longer have much regard for his opinion. Regards Ian.