Solutions for your future needs.

Book a meeting


(800) 819-8706

Your Name
700-55 King St. W.
7th Floor
 Kitchener ON N2G 4W1
Phone: (800) 819-8706 Fax: (888) 329-3274
Email: glenjackman@financium.com

Wealth Viewpoint

Show all articles

December Newsletter

Personal Wealth and Finance



Estate View

Considerations when designing an Estate Plan

Estate planning is a process that allows one to determine how their assets will be distributed upon death. As we prepare to pass our lifetime assets to our heirs, there are key components of an estate plan that should be given careful consideration.


Read more


Investor Insight

Understanding Investment Ascent: The Bull Market Defined

A bull market is a period of sustained growth and optimism in the financial world. It is a powerful upward trend, often characterized by rising stock prices, vigorous economic activity, and high investor confidence—like a bull confidently charging forward with …


Read more


Financial Viewpoint

Financial planning with your fiscal partner

When establishing a financial strategy involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on. You can create written point-form agreements for each to sign in areas of investing, registered vehicle planning, debt repayment, etc.


Read more


Life View

Living Will: Advanced Medical Directive

The Living Will (or Advance Medical Directive) is a document in which you state your wishes regarding the continuance or refusal of extreme medical care, or just how much life support intervention you want prior to death as you age or if you become seriously ill.


Read more


Financial Viewpoint

The Fundamentals of Financial Independence

Here are some essential strategies that will help you achieve financial independence. It is important to get solid advice to design a plan incorporating planning values such as those noted herein. Separate your savings from your investments. Before investing for …


Read more


Investor Insight

To every life season, plan for change

We will help you plan your financial needs throughout your lifetime. Your most valuable asset is your healthy ability to earn an income. By helping you select the right combination of life and disability insurance protection and wise investments, we …


Read more

 

More Recent Articles



Financial Viewpoint

Understanding Market Cycles: A Guide to Bull and Bear Markets

Stock market language refers to two predominant patterns: “bulls” and “bears.” These terms describe the prevailing market trend and can sometimes cause concern, but understanding their meaning is key to maintaining a long-term perspective. My goal is to help you …


Read more


Life View

Estate Tax: Planning Wisely

Tax Planning is Legal: Canadians can legally arrange finances to minimize income tax. Tax Issues to consider: RRIF Withdrawals: Increases your tax burden and may result in an Old Age Security (OAS) clawback. Provincial Tax Rate: Living in a high-tax-rate …


Read more


Wealth Viewpoint Quarterly

FRAUD UPDATE: AI Assisted Cybercrime and Financial Fraud.

Generative AI has fundamentally changed cybercrime. It is no longer just about technical exploits but has shifted to hyper-personalized, scalable, and psychologically manipulative fraud. The scale of financial losses is unprecedented. The 2024 Internet Crime Report from the FBI documented …


Read more


Investor Insight

Assessing mutual planning with your life partner

When establishing a financial plan involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on.


Read more

 

Newsletter tags


A A