Even though life insurance won’t be paid out until you’re gone, many of the most affluent individuals in Canada – and around the world – see life insurance as an important part of their planning.
The right advice can bring your future into focus.
The 2017 Fidelity Retirement Survey Report
How to Make the Most out of an Inheritance
Inheriting a significant estate can be a bittersweet experience. Typically, the passage of wealth comes with the passing of a loved one.
Life & Disability Insurance
Nathan Parkhouse, CFP, CIM, FMA
Portfolio Manager & Investment Advisor
121 Richmond St W, Suite 501
Toronto ON M5H 2K1
Thank you to all of our clients and friends for a terrific first decade in business - Parkhouse Financial's doors first opened in late 2006! In particular, thank you for the significant amount of referral business that we received, especially throughout the last couple of years. We appreciate your support always and take that vote of confidence seriously. We always enjoy working with you and welcoming new clients too. You make our job fun!
Investing in Uncertain Times
Generally, stock markets have acted very positively since Trump’s election…the so-called “Trump-Bump”.
Dear Friends & Associates,
We would like to share an article to add to this week’s reading list. Nathan was recently contacted by Yahoo! Finance Canada to provide his expertise on becoming your own banker - holding a mortgage in your RRSP.
We have updated www.parkhousefinancial.ca to better
reflect our philosophy, services and specialties.
Help achieve your retirement goals faster
Many Canadians are concerned they haven’t saved enough for retirement; however, they may be missing an opportunity to contribute to their RRSP.
Nathan was recently contacted by Yahoo! Finance Canada to provide his expertise on fees Canadians are paying in their accounts and the upcoming Client Relationship Model version 2.0 rolling out in 2017 by the investment industry.