Category Archives: ADVISOR Newsletter Articles

The Challenges of Estate Planning part 2

In the last issue of Nakamun Advisor, we looked at some basic estate planning tools that ensure your wishes are fulfilled after your death or incapacity. In this issue, we look at basic steps you can take to ensure your intentions and expectations are properly documented by your professional advisors and implemented by your representative(s).

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Added, Improved, or Changed by the Budget

The June 6th, 2011  Federal Budget proposed a number of additions, improvements, and changes to existing legislation. The following are some of the items that might apply to you or a family member.

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Without a Debt

Bob and Ryan Challis are frequent contributors to The Winnipeg Free Press ‘Money Makeovers’ column. In this article, Bob offers his practical, straight forward advice to a couple trying to determine when they will be able to retire debt free. To read the article click here…Without a Debt Not sure your retirement objectives are on track? For a personalized […]

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Understand Your Out-of-country Emergency Medical Coverage

Enough has been said about making sure you have adequate out-of-country emergency medical coverage before you step foot outside Canada. Equally important is understanding the coverage you have, so that if you are faced with a medical emergency while outside the country, you know what to do and what to expect.

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Canadian Investors Thinking Outside Canada

In a global context, Canada’s currency and economy are relatively strong. Consequently, Canadian investors are looking beyond our borders for investment opportunities. Real estate in the United States, particularly the warm, sunny ones where prices have dropped to a fraction of what they were five or six years ago, has become irresistible to a surprising […]

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The Challenges of Estate Planning

Estate planning is an essential component of a comprehensive financial plan, and one that too often receives the least attention, and yet, in the end, can nullify the good results and intentions of all else.

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Beware of “Donate Low/Deduct High” Charitable Donation Schemes

Charitable organizations depend on donations to fund their activities and efforts, and often, the most generous donors are influenced by tax benefits. They would rather their dollars be donated to registered charities as opposed to being payable as taxes. The result is a win-win all around, except perhaps for the tax department.

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Retirement Planning Confusion

Many investors feel confused over the best way to grow their retirement savings. RRSP or TFSA? Equities or Guaranteed Investment products? The choices can be overwhelming. This uncertainty is leading many to become paralyzed in making decisions. This inaction can have serious long-term affects on your retirement plans.  If you are unsure which savings vehicle […]

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Put the growing power of your TFSA to work

Initially, many TFSA deposits were placed in daily interest savings or short term GIC accounts, and thought of as “emergency funds”. It’s a good start, but one that impedes the real growth potential of a TFSA.

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Private schooling a tall order

Frugal couple may have to put retirement plans on hold Bob and Ryan Challis are frequent contributors to The Winnipeg Free Press Money Makeovers column. In this article, Ryan offers his advice to a couple wondering if they can afford private school for their child. See December 18, 2010 article. Jim and Melissa are living […]

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  • Web Advisor Economic Updates Videos FAQs

Nakamun Financial has now merged with ONYX Financial Group.  To contact us directly, we can be reached by phone or email as follows:

Blair Smith
ph. 204-777-6699
em. blair@onyxfinancial.ca

Bob Challis
ph. 204-777-6699
em. bob@onyxfinancial.ca

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