Compass Private Wealth of Raymond James

02/25/2018

Proud to be part of the and a great charity

02/09/2018

It’s cold out there. And on February 24th, we are going to do something about it. Compass Private Wealth, together with thousands of Canadians across the country, will be walking around and fundraising much-needed funds to support and serve the hungry, homeless and hurting.
We would appreciate your support by clicking on the following link https://cnoy.org/location/guelph and donating to the team!

The Coldest Night of the Year is a super-fun, family-friendly fundraiser for hungry, homeless, and hurting individuals and families across Canada.

12/09/2017

With a generous combined sponsorship of $7500 from Compass Private Wealth of Raymond James and the Raymond James Canada Foundation, the HOPE for the Holidays campaign has begun! Due to their support we are able to offer holiday programming to enhance the season for Guelph's most vulnerable community members, including card making, a Christmas brunch, and photos with Santa. Please visit http://lakesidehopehouse.ca/events-page/ for more information about HOPE for the Holidays

10/14/2017

Finance Minister Bill Morneau announced a tax cut for small business today, but has more tax measures to announce later week. Here's a heads up on what measures had been discussed leading up to this day and how we can help you protect your practice:

09/22/2017

If​ ​you​ ​are​ ​retiring​ ​or​ ​dealing​ ​with​ ​a​ ​company​ ​pension​ ​plan​ ​that​ ​is​ ​winding​ ​down​ ​-​ ​transferring​ ​your​ ​pension​ ​can be​ ​an​ ​easy​ ​and​ ​important​ ​move for​ ​your​ ​financial​ ​future. Here​ ​are​ some​ ​options​ ​to​ ​consider​ ​when​ ​making​ ​a​ pension transfer:

09/11/2017

Investment income can be an important part of retirement planning. Learn more about the potential impact of investment income in your portfolio in our new "Investment 101" series.

05/24/2017

The family cottage is an asset that everyone loves, but how can you pass it on without starting a family feud? We can help, as part of our experience in estate planning.

The family cottage is the home of so many memories, and it's hard to imagine selling it — but figuring out how to pass it on to your children might be even...

04/10/2017

Women & Investing: HOW TO FIND FINANCIAL SUCCESS IN YOUR 60s & UP http://bit.ly/20bdZCd

03/23/2017

We know , , and ...and we know how to protect your wealth. We're Compass Private Wealth

03/15/2017

How to: have a valuable family conversation about your estate.

It's better to start talking about and sooner, rather than later. We take pride in helping our clients, friends, and families in the Guelph/Waterloo/Cambridge area manage their legacies by simply sitting down and starting a discussion about . Talk to us anytime.

Talking to family members about estate planning and legacies can be difficult and potentially painful. These discussions, however, are an important way to...

03/07/2017

If you’re self-employed you also must be self-reliant when it comes to your retirement.
We're in the business of helping business owners protect their investments and secure their financial futures.

Investments should be diversified by vehicle type and...

02/03/2017

We take pride in helping our clients plan for enjoyable and worry-free retirements. Let's get started by having one of our advisors answer any questions you might have: [email protected]

https://ca.finance.yahoo.com/news/why-women-need-to-save-more-for-retirement-than-men-210515526.html

It is a well-known fact that the gender pay gap between men and women still exists – and may even be widening – but a new working paper says that a similar financial chasm could be opening in retirement. The study, written by Diane Garnick, the managing director of financial services organization TI...