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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Happy holidays to all of our clients!
Here are a few photos of some of our clients enjoying the holiday cheer!
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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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In the news again! Smart holiday spending
We were pleased to have Erica Natividad of Wheeler in the Morning visit the Stalker Financial Group office to learn about smart spending over the holidays! Watch our interview here: Stalker Financial Group on Wheeler in the Morning Read more about how to make smart spending a gift to yourself in the blog below. And if…
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Give yourself the gift of smart spending
We were live on CTV morning news to discuss tips on how to save yourself the stress of depleted bank accounts and credit debt after the holidays. Watch here to learn more about giving yourself the gift of smart spending these holidays (and year-round!): CTV Winnipeg news clip (http://winnipeg.ctvnews.ca/video?clipId=995953) Jason Stalker live on CTV news…
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Four tips to get you through the post U.S. election market
These four tips will help you get through the post U.S. election market: Don’t let emotions rule you. Historically markets will drop in the days following the election. This isn’t a time to panic and make major changes to anything you are already invested in. If you do anything, buy. If you can’t curb your…
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