by Securityfinancial | Mar 28, 2014 | Leo's Blog
Finally we are having milder days, let’s hope it continues. One area of my practice which is gaining momentum is Group Benefits planning. As a Certified Financial Planner one of the areas I provide advice on is a client’s drug plan, dental plan, and...
by Securityfinancial | Feb 7, 2014 | Leo's Blog
As the saying goes in the stock market…”so goes January, so goes the year in the markets”! After having a great finish to 2013, year-to-date the global stock markets as of February 6, 2014 are as follows: Toronto Composite Index: +0.7% U.S S&P Index: -3.5% Germany...
by Securityfinancial | Oct 16, 2013 | Leo's Blog
You worked hard to plan for the future and in the process we developed a sound investment plan moving forward. But what would happen to all your plans if you had a heart attack or stroke or were diagnosed with cancer today or a few years from now? How would your...
by Securityfinancial | Aug 29, 2013 | Leo's Blog
I wanted to bring to your attention an area of interest that is becoming front and centre for existing clients of mine. Namely, risk management. I am not referring to risk associated with the equity markets, rather the risk associated with the loss of an income on the...
by Securityfinancial | May 16, 2013 | Leo's Blog
For those contemplating cross-border shopping in the U.S, purchasing a home outside of Canada, or simply travelling abroad, you should consider the prospects of a weaker Canadian Dollar. I enclose a report from TD Economics on their forecast of the Canadian Dollar...
