January 2021 – Women's Investment and Social Exchange

Changing Gears – From Accumulation to Decumulation

You’ve been diligently stashing away some money from every paycheque, contributing to your RRSP and/or TFSA. Perhaps you have a defined contribution pension or, if you’re one of the lucky ones, the defined benefit version. Whatever your process, when it comes to planning for your retirement, there are two distinct stages – accumulation and decumulation.…

Ethical Investing – Making Your Money Make A Difference

Looking to invest but want to make sure your money makes a difference? Ethical investing may be the answer for you. Kathy discusses this new investment trend and why it matters.

Protecting Your Estate

You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated assets beyond even those that you may need to enjoy a carefree and relaxed retirement that will eventually be passed on to your heirs. However, some of these assets can result in a tax liability upon your death,…

Benefits Of Having A Financial Plan & A Financial Planner

Do you have your finances figured out or are you just winging it? Kathy Cook Noble discusses the importance of having a financial plan and the benefits of working with a financial planner. https://icn-arc.s3.us-west-2.amazonaws.com/uploads/TV-FS-Ep-11.mp4

Start The New Year Off On The Right Financial Foot

The New Year, new you, new plans – lose weight, spend less time on social media, but have you thought about financial planning as one of your New Year’s Resolutions? It might the best resolution you’ve ever made. Tune in to learn more. https://icn-arc.s3.us-west-2.amazonaws.com/uploads/TV-FS-Ep-10.mp4