by Securityfinancial | Jul 6, 2017 | Leo's Blog
It is widely thought that the advisor-client relationship is pillared around the wealth accumulation stage of the investment cycle. Although this represents a large portion of the client experience, many clients spend 20 or more years in retirement which is why it is...
by Securityfinancial | Oct 7, 2016 | Leo's Blog
In an effort to ensure that Canadians are not taking on more mortgage debt than they should, the Liberal government announced several changes that will come into effect beginning on October 17th. These changes are: 1.) Expanding the mortgage rate stress test to all...
by Securityfinancial | Mar 28, 2013 | Leo's Blog
The 2013 federal budget was released on March 21, 2013 and a number of new tax rules were proposed. During difficult economic times our government’s main focus for raising revenues was aimed at eliminating tax “loop-holes” and perceived tax advantages. A...
