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Julie

Author: Julie

Are My Old Stock Certificates Worth Anything?

by Julie July 11, 2023 certificate, estate, stocks

Have you ever come across some old stock certificates and wonder if they have any value? Maybe you found some in a safety deposit box, in an old box in the basement or when going through a deceased ones paperwork.   The Financial Post has put together an amazing 631 page report of Defund and Predecessor…

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Why the FHSA could be called the ‘full-time renters’ program’

Why the FHSA could be called the ‘full-time renters’ program’

by Julie May 8, 2023

The new tax-free First Home Savings Account (FHSA) could be one of the most popular tax-advantaged investment vehicles available to Canadians, combining the benefits of a registered retirement savings plan (RRSP) and a tax-free savings account (TFSA).  Really, you cannot get much better than that! Globe Advisor reporter Brenda Bouw spoke with Jamie Golombek, managing…

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Dynamic's Myles Zyblock on Current Market Volatility

by Julie May 6, 2022

  “The investor’s chief problem – and even his worst enemy – is likely to be himself” Benjamin Graham, The Intelligent Investor   Emotions play a key role in investing.  When we experience the kind of volatility that we have so far this year it can be difficult to stick to the plan.   Dynamic’s Chief…

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Should you transfer your Defined Benefit Plan to a QROPS?

by Julie March 18, 2021

If you are thinking about transferring your defined benefit pension, here are some reasons for and against. You can find more information on QROPS transfers here.

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Future Financial Planning Group
Since 1978, we have been providing clients in Ottawa, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand.We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services. We challenge the methods in which traditional and non-traditional banks and other financial firms provide services to meet the needs of their clients.
Future Financial Planning Group
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Future Financial Planning Group and term/mart Insurance Agency Ltd. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.

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