BlogsHow seniors can avoid financial abuseFebruary 20 2012 Seniors can be particularly susceptible to fraud and abuse. Canadian Press reporter Malcolm Morrison explains why and offers tips on how to avoid the problem. read more New Interview: Christine LaLiberté with Kim Shannon of Brandes Sionna Investment ManagersFebruary 16 2012 The Insightful Wealth Group takes great care to regularly produce commentaries, web posts, and interviews to help keep clients aware of what is happening in the capital markets and with their investments. Christine LaLiberté of the Insightful Wealth Group recently spoke with Kim Shannon, President and Chief Investment Officer of Brandes Sionna Investment Managers. Kim is responsible for The Sionna… read more CMHC predicts stable Canadian housing market for at least two more yearsFebruary 13 2012 Canada's housing market will remain stable for at least two more years, Canada Mortgage and Housing Corp. predicted Monday ... read more read more Canada's Jobless Rate Rises to Nine-Month HighFebruary 07 2012 Canada’s unemployment rate rose to a nine-month high in January ... read more read more Are Old Age Security benefits sustainable?February 01 2012 An aging population and rising life expectancy are putting stress on public finances. Are Old Age Security benefits truly sustainable? read more ... read more Important 2012 Changes to the CPP and QPP ProgramsJanuary 27 2012 The Canada Pension Plan (CPP) and Quebec Pension Plan (QPP) are government income programs designed to supplement the personal savings, pensions and other sources of income of retired Canadians. Starting in 2012, these programs will undergo several changes which, if you are close to retiring, may impact how and when you choose to retire from work and apply for CPP… read more RRSP FactsJanuary 26 2012 RRSP information regarding contributions, rules, earned income, age limits, overcontributions, spousal RRSPs, withdrawals, and more... click here. read more Feds keep rates lowJanuary 25 2012 Federal Reserve System: Economic conditions likely to warrant exceptionally low levels for the federal funds rate at least through late 2014 ... click here for full story read more Guests captivated at Market Outlook SeminarJanuary 24 2012 The Insightful Wealth Group hosted Philip Petursson, a frequent guest on BNN and often quoted in the Canadian press. Philip captivated the audience at this event. He shared insight on today's investing environment, current economic outlook, discussions of the European debt crisis, global markets, commodities, and what we might expect looking forward. This event was so well received by guests… read more Chartered Accountant Survey reveals market outlook optimismJanuary 23 2012 A survey of chartered accountants at some of Canada's leading companies reveals a more positive economic outlook and less fear of a recession this year. Click here to read the full story. read more Bank of Canada Maintains Overnight Interest RateJanuary 17 2012 Bank of Canada maintains overnight rate target at 1 per cent - click here to read more... read more An Introduction to Flow Through Limited PartnershipsJanuary 04 2012 The attractive tax benefits of flow-through limited partnerships (LPs) along with the prospects of hitting it big on a concentrated pool of junior resource names have made these issues appealing offerings to many investors. Flow-through shares are common shares issued by Canadian mining, oil and gas or certain types of renewable energy companies, the purpose of which is to finance… read more News Release: Christine LaLiberte recognized for client service excellenceDecember 28 2011 The Accretive Elite™ Advisor Program distinguishes Financial Advisors who can demonstrate a track record of client service excellence. Ms. LaLiberté is among the first Financial Advisors in Canada to successfully complete and pass the independent qualification for the Accretive Elite™ Advisor Program. Read the full news release read more Year End Deadline ApproachingDecember 23 2011 Dec. 31 (which falls on a Saturday this year so plan accordingly) marks the last day to contribute to certain registered plans and take advantage of certain tax credits. Give us a call if you have any questions. 604-575-6911 read more Important dates for RRSP, RRIF, HBP, LLP and RDSPDecember 15 2011 A key component of Financial Planning includes remaining aware of everchanging rules and regulations, and also important dates and deadlines on items such as RRSPs, RRIFs, Home Buyers Plans, Lifelong Learning Plans, and Registered Disabiliy Savings Plans. We're here to help you stay organized and on top of things. Click here for more info... or give us a call at 604-575-6911. read more New Event Scheduled! Insight to Markets and the EconomyDecember 06 2011 For quite some time now the markets have been seesawing … plagued by reactions to economic and political data and events. As can be expected, many investors have concerns and questions about today’s investing environment.For that reason, we have invited a special guest speaker to join us the evening of Tuesday January 24, 2012 to examine what’s been happening the… read more Bank of Canada Interest RateDecember 06 2011 Bank of Canada maintains overnight rate target at 1 per cent - click here to read more... read more Registered Disability Savings PlanNovember 28 2011 The Insightful Wealth Group is pleased to provide and support Registered Disability Savings Plans, making your life a little easier. The Registered Disability Savings Plan (RDSP) is a long term savings plan specifically designed to help Canadians with disabilities that are eligible for the Disability Tax Credit. Friends, family, and individuals can accumulate funds in a RDSP which grows on… read more Estate Settlement SeminarNovember 15 2011 This workshop shared how to turn an often complex, overwhelming challenge of settling an estate into a logical, systematic task. Essential information was discussed, and attendees received a 44 page Executor’s Guide To Estate Settlement that contained steps and checklists. If you were unable to attend, but would like to discuss Estate Settlement or have any questions, give our office… read more Recent Market Dynamics ExplainedNovember 14 2011 If what’s going on in the markets recently has left you confused, this video should help to explain things. read more Bank of Canada Interest Rate DecisionOctober 25 2011 Bank of Canada maintains overnight rate target at 1 per cent - click here to read more read more Coping With Care SeminarOctober 12 2011 Coping With Care - Supporting An Ailing Parent ... Knowing how to handle a parent’s sudden disability or illness can dramatically improve the situation for everyone involved, and help maintain your family’s goals and lifestyle. This special event hosted October 12, 2011 helped our guests understand both the personal and financial impacts of illness and the steps they can take… read more Investment Strategies SeminarOctober 12 2011 Investment Strategies for Incorporated Investment Portfolios, Incorporated Professionals, and Individuals With Substantial Non-Registered Investments Held October 12, 2011, this presentation covered tax rules for incorporated accounts, asset protection, intergenerational planning strategies, dividend sprinkling, family income planning, tax-efficient strategies for distributions to shareholders, and much more. If you weren't able to attend, call today to book a private consultation with Christine. read more Market CommentaryOctober 06 2011 A Challenging Quarter... If the last quarter of equity returns has your stomach turning with déjà vu, you are likely not alone. The recent market turmoil has led many investors to attempt to draw parallels to the historic event of 2008, and who could blame them. 2008 was among the most fearful periods for investors in decades and it is… read more Bank of Canada Interest Rate AnnouncementSeptember 07 2011 The Bank of Canada maintains overnight rate target read more Bank of Canada Interest Rate AnnouncmentMay 31 2011 Announced May 31, 2011 ... The Bank of Canada maintains overnight rate target at 1 per cent ... click here read more New Economic Monitor - Market Outlook PageMay 30 2011 May 2011 Economic Monitor, prepared by Rr. Martin Murenbeeld, Chief Economist and William Tharp, Senior Economist. Visit http://www.insightfulwealthsolutions.com/market-outlook read more Spring Open House!May 05 2011 The LaLiberté Investment Team hosted a festive Cinco do Mayo themed Spring Open House on Thursday May 5, 2011. Clients and guests mingled amongst live spanish music, enjoying appies and beverages. Also in attendence was Streetohome, a charitable foundation actively supported by The LaLiberté Investment Team. Streetohome addresses the underlying needs and root causes of homelessness, in order to facilitate… read more Financial MythsFebruary 22 2011 On February 22, 2011 with clients and guests in attendance, Christine LaLiberte, CIM, FCSI, Senior Investment Advisor, Insurance Advisor, Director - Private Client Group, DundeeWealth, reviewed many common financial myths and fallacies that can ruin your retirement dreams. Interesting facts and strategies were shared, and misconceptions cleared up. read more Kim Shannon, President & CIO Sionna Investment Managers: Morningstar ArticleNovember 24 2010 Kim Shannon, President and CIO Sionna Investment Managers discusses the sideways market in an article published Wednesday November 24, 2010 on Morningstar's website. read more Kim Shannon, President & CIO Sionna Investment Managers: BNN InterviewNovember 19 2010 Kim Shannon, President and CIO, Sionna Investment Managers, tells BNN why Canada tends to outperform other major markets when we are in a sideways market. read more Stable and Predictable Retirement IncomeOctober 26 2010 Three different strategies that provide a steady and dependable income stream were shared with investors. If you were unable to attend, call or email us - we can get together and discuss these strategies at your convenience. read more Unchanged BOC Key Rate Good News for Fixed RatesOctober 19 2010 The Bank of Canada expects economic recovery in Canada to be more gradual than it had projected in July. Based on no increase today to the key rate, lenders are expected to keep their prime lending rate steady. Variable-rate mortgages, variable-rate credit cards, and home equity lines of credit are typically linked to a lender’s prime rate. While pricing for… read more Bank of Canada Maintains Key RateOctober 19 2010 The Bank of Canada announced this morning that it will leave its key interest rate unchanged. In its statement the Bank indicated that it expects economic recovery in Canada to be more gradual than it had projected in July, “with growth of 3.0 per cent in 2010, 2.3 per cent in 2011, and 2.6 per cent in 2012.” The Bank… read more Don't Miss This Event - Younger Next YearSeptember 18 2010 We all have the choice to age in good health and live with vitality and grace! Avoid 70% of body decay and eliminate 50% of the injuries and illnesses associated with aging.Join Christine LaLiberté of The LaLiberté Investment Team on Wednesday September 22, 2010 to hear this powerful message for everyone concerned with living long and well.Special Guest Authors Chris… read more Fixed Mortgage Rates Come DownSeptember 08 2010 Invis, Sept 8, 2010 Pricing on many fixed mortgages for new borrowers has been edging down in recent weeks. A competitive rate for a five-year fixed mortgage is now available at 3.89 per cent for qualified borrowers. A competitive variable rate mortgage is available to qualified borrowers at 2.35 per cent (prime of 3.00 per cent minus 0.65 per cent),… read more Bank of Canada Raises Key Rate TodaySeptember 08 2010 The Bank of Canada raised its key interest rate by a quarter of a per cent today, for the third consecutive time. The Bank noted in its announcement that it “now expects the economic recovery in Canada to be slightly more gradual” than it predicted at the time of its last rate hike in July, citing weaker economic activity in… read more A great short-term investment just got better!August 27 2010 Effective August 27, 2010, you are earning a higher interest rate on your Dundee Bank* Canadian dollar investment savings account. A great option for your cash and short-term investments. Visit http://www.insightfulwealthsolutions.com/dundee-savings-account to learn more. * Dundee Bank of Canada is a Schedule I Canadian chartered bank and is a subsidiary of The Bank of Nova Scotia.The Dundee C$ Investment Savings… read more DundeeWealth Helps Raise Over $10,000.00 For Breast Cancer ResearchAugust 03 2010 More than 350 guests attended the 12th Annual DundeeWealth / Y&R Fundraiser at the downtown Vancouver Marriott Pinnacle Hotel on August 7, 2010 in support of the Canadian Breast Cancer Foundation, BC/Yukon Region. Cast members from the number one rated daytime drama, The ‘Young and the Restless’ (Y&R) entertained, answered questions, and signed autographs. The event was a great success. … read more 12th Annual DundeeWealth / Y&R Breast Cancer Research FundraiserMay 14 2010 On Saturday August 7, 2010 cast members from the number one rated daytime drama, The ‘Young and the Restless’ (Y&R) will travel to Vancouver to participate in the 12th Annual DundeeWealth Afternoon Tea with Kate Linder and Friends at The Vancouver Marriott Pinnacle Downtown Hotel. Net proceeds from the Afternoon Tea will benefit the Canadian Breast Cancer Foundation, BC /Yukon… read more Guaranteed Income For Life, No Matter How Your Investments PerformMay 12 2010 Are you concerned about experiencing poor market returns in retirement? Outliving your capital? Keeping pace with inflation? The LaLiberté Investment Team hosted an event for retirees and near-retirees on Tuesday May 11, 2010. The event provided solutions for the concerns and challenges of retirement, such as guaranteed income for life, no matter how your investments perform. If you have questions regarding this,… read more Is China In A Bubble?April 28 2010 Check out a very interesting new article now posted on our web page called Market Outlook. This article takes an in-depth look at China, their economy, and what may lie ahead. The LaLiberté Investment Team of highly qualified investment and insurance advisors promises to continually remain abreast of investment news and economic situations not only locally in Surrey, B.C., but also nationally and internationally. … read more Renegotiating Your MortgageApril 26 2010 As a full service financial planning firm, helping clients renegotiate their mortgage is part of our client care package. As your life circumstances change over time, your mortgage needs do as well. The LaLiberté Investment Team can help you obtain a customized mortgage strategy that will ensure you get an extremely competitive interest rate. Find out if renegotiating can reduce… read more Nite of Hope 2010April 08 2010 The LaLiberté Investment Team is proud to have sponsored the 2010 Nite of Hope’s 5th Annual Gala at the Centennial Arena in White Rock/South Surrey on April 8, 2010. Nite of Hope enables support and encouragement to survivors of cancer as well as raising much needed funds for continued research. To date, over $400,000 has been raised, with all proceeds going… read more Leading Financial Advisors in Surrey BCMarch 24 2010 Amongst leading financial advisors in Surrey BC, The LaLiberté Investment Team is an experienced private client advisor and wealth counseling firm dedicated to helping corporate and high net worth individuals and families protect their wealth through comprehensive strategies and sophisticated solutions. Our broad experience and expertise of dealing with private wealth issues enables affluent clients to have maximum planning opportunities.Our… read more |
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