Marylou Heenan RRC, CCS
Financial Advisor
Working with you to achieve your goals and dreams
Well-Advised Newsletter
Well-Advised Newsletter
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Missing any tax credits or deductions?
March 26, 2020 • Tax Planning
We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional.
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Update on Pandemic Response
March 20, 2020 • Technology, Security
We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
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RRSP versus TFSA: Did you ever have to make up your mind?
December 30, 2019 • Investment Planning, Retirement Planning
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
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Quick, name your most valuable asset
December 30, 2019 • Insurance Planning
You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.
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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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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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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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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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