Category Archives: ADVISOR Newsletter Articles

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, [...]

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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 [...]

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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 [...]

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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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