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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.
News & Updates
Nakamun ADVISOR Spring Edition
Read the full PDF version Nakamun ADVISOR Spring 2013
TFSA, what you don’t know could hurt you
By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver
Unlike any other government savings incentive program, the Tax Free Savings Account (TFSA), puts the onus on you to keep track of the amounts you contribute, withdraw, and replace. If you make a mistake or simply forget an amount along the way, the consequences could hurt. The TFSA rules are extremely strict and the penalties are severe.
Federal Budget Has Something For Everyone
By Gary Keiller, The Nakamun Group, Edmonton
Canada is one of the few countries with a triple-A debt rating. While our debt, unlike many nations’, is manageable, the priority of the 2013 Federal Budget is to eliminate the federal deficit by 2015/2016. Spending growth will increase by only 0.9 percent in 2013, the lowest rate of spending growth in 20 years. Read More…
The Universally Detested OAS Claw Back
By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg
In our Winter 2012—2013 edition of Nakamun Advisor, we discussed certain financial advantages enjoyed by Canadian couples growing old together. Elements addressed included intrinsic economic values of Canada Pension Plan (CPP) and Old Age Security (OAS) benefit entitlements coupled with available personal, age, and pension tax credits. We illustrated the very real economic losses that impact the spouse who survives the other. Read More…
Top Rated Articles
MONEY MAKEOVER- HOME, BITTERSWEET HOME
Couple living in dream house struggles to stay afloat
In this week’s Money Makeover Column featured in the Winnipeg Free Press, Bob Challis was asked to go over a couple’s finances to provide an analysis on their situation.
Homeowners “Tara” and “Reed” have concerns over whether they can afford to continue living in their dream home outside of Winnipeg. Tara says ”I’m working and I wonder how I’m ever going to retire. My fear is that for the next eight or 10 years I will work and when it’s time for me to retire we’re going to realize we can’t afford to stay here, so I’ve commuted all this time and then I have to move.”
2012 Year End Market Commentary
By Greg Farries, BSC, The Nakamun Group, Calgary
Looking back at 2012, investors around the world remained extremely cautious. Headlines continued to be dominated by the European debt crisis, the US’s inability to address its own debt issues, and China’s slowing growth. In the US, housing prices and unemployment continued to be problems.
The negative headlines on top of vivid memories of the effects of the 2008/2009 financial crisis were justifiable reasons for concern. Read More…