Janine Purves CFP®, CPCA, CCS
Senior Financial Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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How to make tax-smart RESP withdrawals
June 18, 2020 • Financial Planning
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
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When a family member needs special care
March 26, 2020 • Financial Planning
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.
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Couples without children approach financial planning differently
December 30, 2019 • Financial Planning
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
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Watch out for the windfall syndrome
December 30, 2019 • Financial Planning
When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision.
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Want to see into the future?
December 30, 2019 • Financial Planning
Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that.
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Decisions, decisions, decisions…
September 27, 2019 • Financial Planning, Lifestyle
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
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Does your spouse have a different investment personality?
June 21, 2019 • Financial Planning
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all.
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When education savings may need a boost
June 21, 2019 • Financial Planning
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you.
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How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
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The investment factor you can control
December 14, 2018 • Financial Planning, Investment Planning
You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.
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