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Blog

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Thomas Thorne | Apr 19, 2022

Which Life Insurance Policy is Right for You?

Insurance
Risk Management
The decision to buy life insurance is one of the most critical decisions we make, which is why the decision as to which type of life insurance policy to buy can
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Elderly woman doing yoga in a park
Thomas Thorne | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Thomas Thorne | Apr 5, 2022

Demystifying Whole Life Premiums

Insurance
Risk Management
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule; however, when the structure and
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Thomas Thorne | Mar 29, 2022

How to Choose the Right Investments

Finance
Investments
When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments, which can be a daunting task due to
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Hands holding a small wrapped present
Thomas Thorne | Mar 22, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Thomas Thorne | Mar 15, 2022

Zeroing in on Mutual Fund Expenses

Finance
Investments
As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the
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Thomas Thorne | Mar 8, 2022

The 4 Essential Elements of a Retirement Plan

Finance
Retirement
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: a defined benefit pension plan that guarantees a
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Thomas Thorne | Mar 1, 2022

Picking the Brains of the Rich – We Find Some Investment Nuggets

Finance
Investments
Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might
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Thomas Thorne | Feb 22, 2022

Asset Allocation: The Key to Long-Term Investment Returns

Finance
Investments
Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up
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A folder with the word "TAXES" on it. There is various stationery scattered around the folder.
Thomas Thorne | Feb 15, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Thomas Thorne | Feb 8, 2022

Are Investors Their Own Worst Enemy?

Finance
Investments
When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behaviour, which is
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Group exercise class in gym.
Thomas Thorne | Feb 1, 2022

How to Keep Your Life Insurance Costs Down

Insurance
Risk Management
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll probably ever see.  Still, in these
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Ottawa ON K1J 1A3

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613-882-7800

 

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Financial Security Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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