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Blog

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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Business handshake.
Thomas Thorne | Jan 25, 2022

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Education
Insurance
Annuities have a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend, from the
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Man hiking in desert.
Thomas Thorne | Jan 18, 2022

8 Tips for Finding Balance Between Work and Life

Education
Lifestyle
Health
It is no secret that the typical Canadian is working long hours with little respite compared to other countries with large economies. Full-time employees report
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Row of wind turbines.
Thomas Thorne | Jan 11, 2022

Green Energy as an Investment Strategy

Education
Investments
Lifestyle
Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar
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Volkswagen golf on the beach with ocean in background.
Thomas Thorne | Jan 4, 2022

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it Can Go

Education
Finance
Family
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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1900 City Park Drive Suite 510
Ottawa ON K1J 1A3

Contact Info

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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