A financial plan is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income…
Investment Tax Planning
An investment tax strategy is not just about writing the government a cheque; it can be a deeply involved process that considers many different variables.
Retirement Planning
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for…
Portfolio Analysis
Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash…
Estate Planning
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?”…
Insurance Analysis
Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on…
My Actualis newsletter provides you with interesting information relevant to your financial situation. In it you will find a variety of articles summarizing current industry news and trends, in addition to useful tips to help you define your real needs and better understand the financial solutions available to you.
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Life and health insurance products are provided by Stephen Cox through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.