How to Make the Most out of an InheritanceInheriting a significant estate can be a bittersweet experience. Typically, the passage of wealth comes with the passing of a loved one.
Retirement Planning
Investments
Group Benefits
Life & Disability Insurance
Nathan Parkhouse, CFP, CIM, FMA
Portfolio Manager & Investment Advisor
121 Richmond St W, Suite 501
Toronto ON M5H 2K1
Phone: 416.855.6210
Direct: 416.838.3617
nparkhouse@GravitasSecurities.com
www.ParkhouseFinancial.ca
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 fasterMany 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.
In today’s complicated global economy, the right path to reaching your goals can often be difficult to see and follow on your own.
Consider this…
More than half of your income may be consumed by taxes. And if that weren’t enough, you then pay tax again on the money you invest.
Welcome to taxation in Canada.
From time to time, volatility in stock markets is inevitable as investors react to changes in the economic, political and corporate environment.
Take the recent Brexit reaction for example: down a couple of days, back up a few days later.
As an investor, it is important to take a step back at these times and keep an open mindset.
When we are prepared at the outset for episodes of volatility on the investing journey, we are less likely to be surprised when they happen, and more likely to act rationally rather than react emotionally.
Nathan Parkhouse is currently registered in the following jurisdictions: Ontario
Any views or opinions expressed on this website are solely those of the Representative and do not necessarily represent those of Gravitas Securities Inc. (GSI).
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered.
GSI advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance related investment products, life and health insurance, etc. These services are not offered through Gravitas Securities Inc, however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision or purchase or use of a financial product, including investment or insurance products and suggest that a professional advisor’s counsel is sought.
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