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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

New RRIF Income Rules in Effect

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

On January 1, 2016, new lower minimum withdrawal amounts for Registered Retirement Income Funds (RRIFs) were fully implemented. Anyone withdrawing the required minimum amount based on their own age of 71 or older now receives between 15 and 25 percent less than in the past. Read More…

Plan for Your Digital Assets

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

Digital assets are Internet-accessible valuables that are carefully hidden behind usernames and passwords to prevent attack by cybercriminals. Whether or not you apply the label, you probably have digital assets. Some, such as online bank accounts, may have intrinsic financial value; others, such as online trading accounts, may access other assets that have financial value; and some, such as cloud-based photo storage, may have unique sentimental value. Read More…

2015 … A Year of Change

By Greg Farries, BSC, The Nakamun Group, Calgary

When investing, the four most dangerous words are “it’s different this time” (Sir John Templeton). Reflecting back on
2015, the number of significant changes that occurred might have led a person to believe that things are different. The
price of most commodities, particularly oil and gas, continued their decline. Read More…

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…

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Top Rated Articles

2015 … A Year of Change

By Greg Farries, BSC, The Nakamun Group, Calgary

When investing, the four most dangerous words are “it’s different this time” (Sir John Templeton). Reflecting back on
2015, the number of significant changes that occurred might have led a person to believe that things are different. The
price of most commodities, particularly oil and gas, continued their decline. Read More…

Plan for Your Digital Assets

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

Digital assets are Internet-accessible valuables that are carefully hidden behind usernames and passwords to prevent attack by cybercriminals. Whether or not you apply the label, you probably have digital assets. Some, such as online bank accounts, may have intrinsic financial value; others, such as online trading accounts, may access other assets that have financial value; and some, such as cloud-based photo storage, may have unique sentimental value. Read More…