Category Archives: Articles

Foiling Scammers

By Garry Keiller, The Nakamun Group, Edmonton With criminals becoming more and more sophisticated in their scamming methods, you might be comforted to know that your Nakamun Advisor stands between the savings we manage on your behalf and any unauthorized person trying to access these accounts.

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Segregated Funds Can Simplify Estate Planning

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Segregated fund (seg fund) investments are similar to mutual funds, but also have significant differences that make them effective in estate planning for some people, especially those with complex estate issues.

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Estate Planning With A Registered Disability Savings Plan (RDSP)

By Garry Keiller, The Nakamun Group, Edmonton R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Parents/grandparents financially supporting a disabled child/grandchild who has or is eligible for a Registered Disability Savings Plan (RDSP) have unique estate planning opportunities that should not be overlooked.

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US Citizens…Intentional or Not…Take Note

Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg American citizens, anyone with dual American/Canadian citizenship, or those with one or both parents born in the United States — whether or not you have claimed your US citizenship and regardless of where outside the US [...]

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FEDERAL BUDGET – HAS SOMETHING FOR EVERYONE

By Garry 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 [...]

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The Game of Risk

In this Winnipeg Free Press ‘Money Matters’ article, Bob Challis contributes his insight and advice about  the need for insurance and  ‘Considering Life’s “What if…” Read the full article here

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CPP and OAS

By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver  The changes that have already occurred and are still to come regarding Canada Pension Plan (CPP) and Old Age Security (OAS) have made decisions about collecting benefits and, in the case of CPP, continuing to contribute far more complex than in the past. Each individual’s [...]

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Tax Changes to Affect Trusts

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Trusts, similar to individuals or companies, are separate and distinct entities under law and in the view of Canada Revenue Agency (CRA). Trusts can achieve a number of objectives ranging from transferring property and other assets in an orderly, private, and confidential manner to [...]

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Understand Your Travel Insurance

By Gloria Murphy, CIP, The Nakamun Group, Vancouver In a recent news story, a woman was injured while on vacation, when her parachute malfunctioned during a sky dive. Her travel insurance policy did not cover her injuries because she was determined to be participating in an “extreme sport”, which was an exclusion.

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YOUNG, HEALTHY, AND FIT? Now’s the time to invest in Critical Illness Insurance

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Young, healthy, fit adults embarking on their life adventures are unlikely to consider that they might be one of the two Canadians alive today who will be diagnosed with heart disease, or one of the three who will have a stroke before age 65 [...]

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