Category Archives: ADVISOR Newsletter Articles

Information Profusion

FLOYD MURPHY, CFP, CLU, CHFC, THE NAK AMUN GROUP, VANCOUVER Electronic access to information is fast, easy, and convenient, not just for us, but also for regulatory authorities such as Canada Revenue Agency (CRA). CRA has more readily available information about us than ever before, and they are willing to share with us. However, be aware that CRA’s [...]

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Creating Resiliency

BY R .A . (BOB) CHALLIS, CFP, RHU, TEP, THE NAKAMUN GROUP, WINNIPEG Resiliency — the capability to cope and function in the face of significant adversity We wake up each day, and at some point, plan our tasks and activities. We presume we’ll be healthy enough to complete all that we planned. But what [...]

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Replacing Employer-Provided Benefits Plans

BY SHAUNA BL ACKBURN-COOK , BCOM, THE NAK AMUN GROUP, EDMONTON When you retire or leave an employer for any other reason, or reach the maximum age limit of your employer-sponsored benefits plan, you face important decisions regarding the replacement of your benefits. You may have the option to convert your health and dental benefits to a personal plan, however, if [...]

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One is Better than Many

BY R.A. (BOB) CHALLIS, CFP, RHU, TEP, THE NAKAMUN GROUP, WINNIPEG Having one registered retirement income fund (RRIF) managed by one financial advisor is by far the most effective and beneficial approach to managing your retirement income. Scattering your RRIFs at multiple financial institutions might be perceived as diversification, but that perception is incorrect. Diversification [...]

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Budget 2017 – Business as Usual… and More Red Ink

BY GARRY KEILLER, EDMONTON The cautious approach in the 2017 Federal Budget is warranted, in light of the uncertainties emanating from the United States. The Budget projects a deficit of $23 billion for 2016 – 2017, falling to $19 billion by 2021 – 2022. The total of these future deficits and the resulting impact on the national debt exceed [...]

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Garry Keiller – Rocking the Stage After Almost a Half Century Riding a Desk

For decades, Garry Keiller has helped Edmontonians plan and save for a better retirement. “This year marks my 48th in this industry and 30th with the Nakamun Financial Group. The years have flown by and I’ve met amazing people and made wonderful friends.”

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2016 in Review

BY SHAUNA BL ACKBURN-COOK , BCOM, THE NAKAMUN GROUP, EDMONTON Two standout events — Brexit and the US election — will mark 2016 in history. In both cases, equity markets reacted or overreacted sharply to the downside and then returned to pre-election levels. Both decisions will have long-term economic implications domestically and globally. The extent of the change resulting from each vote [...]

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Canada Pension Plan Complexities Part II

In the fall edition of our newsletter, we covered Canada Pension Plan (CPP) contributions, retirement pensions, and disability benefits; and this time, we are dealing with pension sharing and benefits when a CPP contributor dies.

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Cover Your Bases … With a Power of Attorney and a Representation Agreement

FLOYD MURPHY, CFP, CLU, CHFC, THE NAK AMUN GROUP, VANCOUVER Every adult should have an Enduring Power of Attorney and a Representation Agreement. While each jurisdiction has its own terminology and rules for these documents, essentially an Enduring Power of Attorney enables you to give one or more people of your choosing the authority to [...]

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Before The End of The Year…

While the end of the year might still be months away, you should be thinking about strategies that could generate tax advantages or might simply be prudent.\

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