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338 King Street, Midland, ON This email address is being protected from spambots. You need JavaScript enabled to view it.
1-800-485-1788 705-528-0863

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1. Are you migrating south this winter?: (Tim Dunlop); ... they stay less than 183 days. But if you're there for more than a month, you could be treated as an American resident for U.S. tax purposes. The formula considers time you spent in the U.S. in the previous ...; Created on 01 October 2012
2. Financial planning for the holidays: (Tim Dunlop); ... and allocate the funds. Tweak the amounts until your target budget is reached and everyone is accounted for. Shop around. With plenty of time before the holidays, you have the luxury of shopping around ...; Created on 01 October 2012
3. Benefits of consolidating your investments: (Tim Dunlop); ... and relationships. It also means fewer tax slips to handle at tax time each year. By moving accounts to one firm, you may reduce the total fees you pay, including annual trustee fees charged on RRSP ...; Created on 01 October 2012
4. Study quantifies value of financial advice: (Tim Dunlop); A new study shows that investors with a financial advisor have more money than those who do not receive advice - and that this advantage increases over time. On average, Canadian households who receive ...; Created on 08 August 2012
5. The Markets Today - an Update: (Tim Dunlop); ... I would be happy to talk to you at greater length about some of their views and review your investment strategy. In the meantime, I am pleased to share some of the managers’ views with you. Europe ...; Created on 04 June 2012
6. Investment strategy helps you "buy low": (Tim Dunlop); Are you waiting for that "ideal" time to invest in the market? A regular investment plan lets you invest a bit at a time. Executed with care, it may even help you buy investments at bargain prices and ...; Created on 03 May 2012
7. Keep your brain healthy: (Tim Dunlop); ... at the university. "But walking can improve your brain's resistance to the disease and reduce memory loss over time." As if that weren't enough motivation, brisk walking burns as many calories as jogging ...; Created on 03 May 2012
8. Is a tax refund "found money": (Tim Dunlop); Expecting a tax refund? A tax refund is much like receiving any other windfall - it's worth taking time to pause and evaluate your options. If you borrowed to make your RRSP contribution, paying off ...; Created on 03 May 2012
9. Should you renew now?: (Tim Dunlop); If your current mortgage rate is 5% or greater, will you have the killer instinct to know that now is the time to consider renewing your mortgage – RATES ARE AT AN ALL TIME LOW 3.29% FOR 5 YEARS 3.99% ...; Created on 06 April 2012
10. Less than 30 days to go...: (Tim Dunlop); Why you need to file on time There are less than 30 days left before this year's tax deadline, but we strongly recommend you don't wait until the last moment. Completing your tax return on time, and ...; Created on 03 April 2012
11. 2 Out of 3 Don’t Shop their Mortgage at Renewal: (Tim Dunlop); ... give so much power to their lender. “Most people lead very busy lives and may not have the time or expertise to fully investigate their options,” he said. “Through our debt survey we’ve found that ...; Created on 27 March 2012
12. First-time homebuyers can tap their RRSPs: (Tim Dunlop); First-time homebuyers can tap their RRSPs to help with a home purchase Thinking about buying your first home? Wish you had saved up a good down payment? Maybe you have, but didn’t know it. ...; Created on 27 March 2012
13. How Much Home Could Your Rent Buy?: (Tim Dunlop); Mortgage rates continue to be wonderfully low and, in fact, homeowners are locking in some of the lowest rates in history. This Great Canadian Mortgage Sale is a good time to take a look at how much mortgage ...; Created on 27 March 2012
14. Should I Buy or Should I Sell Now?: (Tim Dunlop); Planning to buy or sell investments this month? Time for a pause. A change in calendar year can make a big difference when it comes to the taxes you will pay, and when. If you sell an equity-based ...; Created on 01 December 2011
15. Will you be working into retirement?: (Tim Dunlop); ... have been consistently delaying their retirement since that time. This does not mean though that you have a shorter retirement to plan for - Canadians are spending more years in retirement as our life-expectancy ...; Created on 26 October 2011
16. Mortgage Renewal? The Rules have Changed: (Christine Taylor); Rate Protection At renewal time, we are now able to lock in a rate for you for as long as four months. Exploring your renewal options early allows you to remove the rush and stress of renewals. Often ...; Created on 20 October 2011
17. Five habits to ensure a comfortable retirement: (Tim Dunlop); ... over time. Started early in life, the following habits can make a big difference in the quality of your retirement. Make saving automatic. Begin a regular savings plan and make a commitment to stick ...; Created on 19 October 2011
18. Whole Life Planning: (Uncategorised); ... the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will ...; Created on 19 October 2011
19. Mortgage Products: (Uncategorised); ... range of products that we can tailor to your needs. We know that everyone's needs can be just a little different, that is why we are pleased to have the time and the resources to work with you to find ...; Created on 28 September 2011
20. Debt Consolidation: (Debt); Struggling under your current debt load? You may be able to convert bad debt into good debt. Would debt consolidation make your life easier? Sometimes our debt creeps up and it is not until we are stressed ...; Created on 28 September 2011

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