News

Managing through downturn

Hurricanes, political volatility, conflict a world away, the price of oil plunges; one crisis after another around the globe has many investors on edge. We are living in unpredictable times; as any number of situations around the world, or right here at home can affect your investments, your wealth. The market can rise and fall…
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Smart spending for the holidays

Managing holiday finances is critical at this time of year! Here's a look back at Jason Stalker in the news, sharing the gift of smart spending! (CTV news clip) (Wheeler in the Morning clip) Smart spending for the holidays
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Have that Happy Retirement

Congratulations, happy retirement! You have worked hard all your life to get to this magical moment of rest and relaxation after decades of putting in long, arduous hours at work. Now, its time to kick back and relax. But there is a nagging issue on your mind, how do you afford the lifestyle you want to…
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Robo-Advising in the Financial Industry

From paying your electrical bill to ordering dinner for your family, technology is now a cornerstone in nearly every aspect of our lives. At Stalker Financial Group, we recognize the importance of technology and embrace the latest digital trends in the financial industry. Canada's first artificial intelligence exchange-traded fund recently made waves when it hit…
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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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