Below you'll find a list of all posts that have been tagged as “saskatoon financial planner”
Canadians are thinking about a retirement reset According to a new poll by RBC dubbed the 2021 RBC Retirement Myths & Realities Poll, it states that 18% of Canadian respondents aged 50+ have now hit the pause button on retirement, with Alberta being the highest at 33%. Respondents stated that the pandemic has caused them to hit the pause button …
This is a topic that comes out of the woodwork, almost every three or four years. Almost like clockwork, at least since I’ve been in the business. The scenario is this, I get a call from a client or a prospective client and they proceed to tell me about this new strategy that they are being pitched that usually …
Most of us know somebody who has “struck it rich”. Whether that be a high income promotion, winning the lottery, a divorce settlement; or an inheritance. Sudden Wealth Syndrome is a typical effect after a financial windfall. It can cause a sudden and unexpected life transition for individuals and families. For the most part, many people are not prepared or …
This blog is a continuation of our Precision Financial Mini Series on investment fees. As an investor, it is important that you understand what sales charges and investment fees you will pay once you and your financial advisor or financial planner agree upon an investment plan. In our previous blog, we spoke about a recurring annual fee called a …
This blog is part of our Precision Financial Mini Series on Investment Fees Understanding investment fees is no small feat. Fee questions are often met with confusing explanations that leave even a savvy investor feeling frustrated. At Precision Financial, we want you to understand what you are paying for and why, so we’ve created a blog mini-series on investment fees. …
