Category Archives: Personal

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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Health Care Availability and Accessibility For Travellers

As global travel expands to the far reaches of the world, be aware that medical care outside of Canada is increasingly uncertain.

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Canada Pension Plan Complexities

Most Canadians over the age of 18 are impacted in some way by the Canada Pension Plan (CPP), either as a contributor or benefit recipient.

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Elder Financial Abuse

We hear and read stories about elderly people being physically abused, but seldom do we hear or read about financial abuse that occurs just as frequently.

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Changing Tax Rules For Life Insurance

By R.A. (BOB) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg On January 1, 2017, Canada Revenue Agency will apply new income tax rules that relate to permanent, participating, whole life, and universal life insurance policies issued on or after that date. Generally, those issued before the beginning of next year will not be affected, [...]

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Mutual Fund Updates

New Tax Rules for Mutual Fund Corporations

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What Your Nakamun Advisor Does For You

For more than four decades, your Nakamun Advisors have been helping you to create, implement, and manage your financial plan.

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