Tony Katarynych CLU®, FCSI®, CEA, CFP®, CH.F.C.®, FMA, TEP, CPCA, B.Sc.
Vice President, Branch Manager, Senior Financial Planning Advisor
Well-Advised Newsletter
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Nothing beats free money from the government!
June 24, 2017 • Financial Literacy
Nothing beats free money from the government! Read more…
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Who should inherit your TFSA?
June 24, 2017 • Investment Planning
Who should inherit your TFSA? Read more…
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A financial plan helps protect you from the unexpected
March 25, 2017 • Financial Planning
Life is full of surprises — sometimes good, sometimes not so good. Your flexible financial plan helps you stay on track to reach your goals no matter what happens. Read more…
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How to manage the biggest tax bill of them all
March 25, 2017 • Tax Planning
Building wealth is something you do not just for yourself but for the benefit of future generations. But if you’re not careful, almost half of your estate could be eroded by taxes. Strategic planning is the key to protecting your assets. Read more…
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Solving the spending versus saving dilemma
March 25, 2017 • Financial Planning
Spend now or save for tomorrow? It’s the perennial question for every investor — and a source of heated debate for many couples. There’s no right or wrong answer, but there is a balance that’s right for you. Read more…
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Will you be my executor?
March 25, 2017 • Luxury Assets
Have you been asked to act as executor for a family member or close friend? It’s an honour, to be sure, but it’s also a lot of work. Understanding what’s involved will help you make an informed decision. Read more…
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Does the ‘latte factor’ really work?
March 25, 2017 • Financial Literacy
Does the “latte factor” really work? Read more…
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What happens after you pay off the mortgage?
March 25, 2017 • Estate Planning
So you’ve paid off the mortgage. What’s next? Read more…
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Can you have too much in your RRSP?
December 25, 2016 • Investment Planning
You may have heard that contributing too much to your Registered Retirement Savings Plan (RRSP) can have negative repercussions. Is it true? Find out why it’s important to look at the big picture. Read more…
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The million-dollar question: How much do I need to retire?
December 25, 2016 • Retirement Planning
Determining how much money you need to retire involves more than math. And while calculators and guidelines abound on the internet, there are really only four key elements to consider. Read more…
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