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Through experienced, independent advice and a comprehensive planning approach, we’ve helped hundreds of individuals, families and entrepreneurs grow, protect and share their wealth with future generations.

Achieving wealth doesn’t begin with the investment of assets. It begins with the investment of time. Time to understand your entire financial situation, personal values, goals and vision for the future.

We’re an independent company, so you have access to a broad range of investment, deposit and insurance products. Together, we’ll simplify your financial decisions with a customized plan that will allow you to manage and preserve your wealth while creating a legacy that sustains your values.

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News & Updates

Avoiding Chaos Amongst Survivors

By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver

When somebody dies, family and friends want to do something to help the closest loved one(s), and with the best of intentions can inadvertently cause estate chaos. An action-oriented relative might take on notifying the deceased’s banks, others might contact credit card companies, insurance holders, and government agencies. In the pressure of the moment, the closest survivor might reveal financial information not normally shared with others, and later regret having done that. As helpful as these people mean to be, they could create unnecessary problems or leave tasks only partially completed without follow-up. Having an executor doesn’t prevent this kind of chaos.

Read More…

Preparing For Your 2014 Tax Return

By Garry Keiller, The Nakamun Group, Edmonton

Hoping for an early refund, many people file their income tax return in March, and then have to file an amendment when more information arrives in the mail in April.

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Beware… A Life Insurance Scam

By R.A. (Bob) Challis, CFP, RHU, TEP,  The Nakamun Group, Winnipeg

A new scam has surfaced in Canada. Anyone who owns, plans to purchase, or even has no interest whatsoever in life insurance can be targeted. Be suspicious of anyone offering to pay your premiums for life insurance or give you money in connection with a life insurance application. There are catches.

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A Look Back… and a Look Forward

By Greg Farries, BSC, The Nakamun Group, Calgary

In 2014, interest rates continued their long-term decline, with ten-year Government of Canada bonds ending the year with a yield at about two percent. Equity markets continued to rise from their lows in 2009.

This all happened against a backdrop of mounting concerns about economic growth in Europe, sliding oil and gold prices, a slowing China, a floundering Japan, the end of quantitative easing in the US, the emergency of ISIS in the Middle East, and rising fears regarding the outbreak of Ebola.

So what’s ahead?

Read More…

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Top Rated Articles

Commuting a
 Pension Plan

By Garry Keiller, The Nakamun Group, Edmonton

Some defined benefit pension plans offer the option, under certain circumstances, such as retirement or termination of employment prior to age 55, to transfer a lump sum value to an individual retirement account. This lump sum payout is the “commuted value”, and is the present value of future expected pension payments. Read More…

The Ups and Downs of
 Oil Prices

By Greg Farries, BSC, Calgary

In June 2014, the price of oil was comfortably above $100 a barrel. Since then, the price has declined by approximately 50 percent, largely due to a classic supply/demand imbalance. New technology has enabled record global production, creating oil inventories in the US unparalleled in 80 years. The precipitous drop in prices has caused oil companies around the world to cut their capital spending. In Alberta alone, oil companies have cut their planned 2015 expenditures by more than $20 billion. Read More…