Category: News
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‘Twas the Month Before Christmas
I’ve never been much of a poem person until a few years ago when Mawer put out a really excellent holiday poem that summed up the entire year perfectly. It was smart and made me laugh out loud. Here’s another one I’m sharing from our partners at Guardian Capital. I hope you enjoy as much…
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QROPS – Qualified Recognized Overseas Pension Scheme
A QROPS is a Qualified Recognized Overseas Pension Scheme and the ONLY vehicle for which a UK Pension can be transferred into Canada. As of writing this, only ONE company in Canada has been approved by the UK Government as able to open and maintain QROPS accounts. This is a big deal if you already living in Canada…
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3 Ways a Financial Professional can add Value
If you’re wondering what we can do for, this article explains three (of the very many) ways a financial planner can add value. Here’s the link! Happy reading and Happy Canada Day to all. https://www.fidelity.ca/fidca/en/expertinsights/personalfinance/financial-professional-add-value