Karl Ruban CPA, CA, CFP®, CPCA
Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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The Playbook – September 30, 2019
September 30, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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How to choose a beneficiary for your RRSP or RRIF
September 27, 2019 • Estate Planning, Tax Planning
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
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End of year reminders and strategies
September 27, 2019 • Investment Planning
We’ve got some financial to-dos to stay on track and tips to come out ahead. All must be completed by December 31, and some will be achieved more smoothly if you start early.
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Should a retirement plan include your home?
September 27, 2019 • Retirement Planning
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go.
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Teaching your children to manage money
September 27, 2019 • Financial Literacy
You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.
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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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The Playbook – September 23, 2019
September 20, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Playbook - September 16, 2019
September 16, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Playbook - September 9, 2019
September 09, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Portfolio Construction - Beggar thy neighbour
September 04, 2019 • Portfolio Construction
The U.S.-China trade war became a potential currency war in August 2019 when China allowed its currency to depreciate to more than 7 yuan per U.S. dollar.
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