Gord Schakelaar EPC
Branch Manager, Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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Why investment experts see opportunity in volatility
January 01, 2013 • Investment Planning
Volatility doesn't have to be cause for panic. It can, in fact, be advantageous for your portfolio. Read more…
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How to maintain harmony among your heirs
January 01, 2013 • Estate Planning, Retirement Planning
A will is critical to preserving a legacy and to ensuring that loved ones are taken care of. But could your will sow seeds of discontent that could shatter the closest of family ties? Read more…
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Financial planning for one – it’s different when you’re single
January 01, 2013 • Financial Planning
More and more Canadians are living alone, each with unique financial needs that differ from couples and families. We can be your financial partner, to ensure that you are equipped to overcome any financial planning challenges. Read more…
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Your group insurance may not provide the protection you expect
January 01, 2013 • Insurance Planning
Examining the most common gaps in group life and health plans - and how to bridge them. Read more…
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Minimize the OAS clawback with these strategies
January 01, 2013 • Financial Literacy, Investment Planning, Retirement Planning, Tax Planning
Most people are familiar with the Old Age Security (OAS) “clawback,” which reduces the OAS benefit by 15% for every dollar of net income above $69,562 (as of December 2012). Minimizing the clawback means reducing your net income. That can involve a variety of techniques, some of which are best started well before OAS benefits begin at age 65. Read more…
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