For Many business owners the ability to save and invest for retirement has been directly impacted by current the economy in Kelowna. When sales and profits are down, saving and investing for retirement are not always the top financial concern. The other day I was asked by a number of my friends at the Okanagan(…)
2011 is over now and your annual statement is soon to arrive. Is your account up or down? Are you closer to retirement? What a great time to review your financial game plan. Even after being in the investment industry for more than 15 years nothing can be more depressing than reviewing your investment returns(…)
They come every year to Kelowna, seminars promising financial success in a few easy steps, using your credit card and a new method. Financial Gurus selling secret systems, special investments, and incredible tax strategies. But do these things actually work? Now before I put my two cents into the discussion let me first say that have(…)
The markets rise the markets fall … how can your build savings in an environment like this? Good question. As part 3 of a 4 part series on Renovating Your Financial House we will be focusing on how Build Saving to create a life for you and your family! The solution is not the best(…)
I have had many requests for more information on the 2009 budget.Below is a link to a slide/audio presentation from Invesco Trimark you might find helpful. Keep in mind to consult with your tax advisor before making any tax planning decisions. “2009 Federal Budget summary with Doug Carroll” authored by Doug Carroll. Its length is(…)
If you are like me you are always looking for ideas on how to make better choices with your money. These links focus on how to Build Savings. They are provided for your convenience and are for education and information purposes only. The originating sites are responsible for all content and accuracy of information provided.(…)
I moved to the Okanagan Valley in 1992 with my wife Babara and my two daughters to help open Future Shop in Kelowna. I was attracted to the Kelowna lifestyle and the great environment for my family. When retail became an every increasing demand on our lives … I made a change to the financial(…)