Article Topic: Financial Planning

Financial thoughts, tips and tricks for you to consider.

Why Real Estate Investors Should Own Infinite Banking Policies

  Real Estate is a core foundation of our clients’ wealth plans.     They generally rely on the income and appreciation in a significant form in retirement. However, we are well aware that things don’t always go as plan and we use infinite banking policies as a...

You’re Not As Rich As You Think

There is this thing that financial services industry does that irks me to no end. Whenever they see an RSP Portfolio … and use this information in building a financial plan we use the balance at face value … and it is worth in fact … considerably less. Canadians need...
The Truth about RSPs

The Truth about RSPs

If what you KNEW to be true about RSPs was not true, when would you want to know? What is the number one reason Canadians contribute to an RSP?     It’s not to save for retirement.   It’s to LOWER THEIR TAXES THIS YEAR.    But this approach can often be a big...

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Even Kreskin Doesn’t Know

Even Kreskin Doesn’t Know

Has a financial planner ever asked you how much you’ll need in terms of income in retirement?  I admit even I have been guilty of this classic “traditional financial planning” question.   But the truth is, we have no idea what the future holds.  Here is what we don’t...

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905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2
Canada