News

Enjoying the Exchange

We were pleased to take a couple walking tours of the Exchange District with several clients over the summer. Thanks to all who attended - enjoy the pictures! Enjoying the Exchange with Stalker Financial Group
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Do I need life Insurance?

Will you die? Of course, the answer is yes. But as predictable as death is, the next question is the one that no one can know exactly is - when? A 2015 BMO survey revealed that more than half of all Canadians are concerned that their death will put their family’s financial stability in jeopardy.…
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Planning Backwards for Wealth

Like your family tree grows, so should your money tree grow to support the goals and dreams of your family. If you’d like to leave RESPs for each of the grandchildren, retire with enough money to travel, and ensure you leave a legacy gift to your favourite charity, where do you start your planning process…
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RRSPs turn 60 this year

Did you know that RRSPs in Canada were created in 1957 as Registered Retirement Annuities?  Learn about this, along with the which tax credits are eliminated in 2017, the discontinuation of Canada Savings Bonds and the introduction of Caregiver Credits, all in this month's Wealth Consultant Newsletter. Want the newsletter delivered to your inbox? Easily…
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Corporate Class: a tax-smart way for you to invest this year

Believe it or not, you can have more control of your money and when you pay taxes on your investments. If you want to do some tax-smart investing this year, beyond maxing out your RRSP and Tax-Free Saving Account, you should consider adjusting your non-registered funds to a Corporate Class purchase of the same funds.…
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Reminder of disclosure reports

Just a reminder that SFG and Worldsource have started using two new disclosure reports to investors – one on investment performance and the other on charges and other compensation paid to dealers/advisors. You will have been receiving these with your statements of accounts over the past month. For more information about some of the components…
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Talk to the Experts at Stalker Financial Group

We chatted recently with Greg Mackling, host of Talk to the Experts on 680 CJOB, about the emotions of investing, having honest conversations about money, your financial IQ, financial advocacy and the importance of a relationship with your financial team. Listen here to the interview and then connect with us to work on custom solutions that support your…
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Tune in to Your Financial Team on 680 CJOB

CJOB Talk To The Experts on Saturday Feb. 18 RSP deadline is right around the corner (March 1) and you may have a few last minute questions about what the best financial options are for you, or you may have family and friends wondering what they should do regarding their RSPs and other annual financial…
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Congratulations Kevin Kuryk

Congratulations!  Worldsource Financial Management Inc. congratulates Kevin Kuryk, Personal Financial Planner, on a great first year with Stalker Financial Group. By offering tools, services and support to best meet his client needs, Kevin has developed a fast growing office under Worldsource Financial Management Inc. Kevin Kuryk Kevin Kuryk Kevin has been a financial planner for…
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