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Investments

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Decoding the difference; registered retirement income fund (RRIF) successor annuitant vs. beneficiary designations
Investments CC&Associates 2024-03-05 Investments CC&Associates 2024-03-05

Decoding the difference; registered retirement income fund (RRIF) successor annuitant vs. beneficiary designations

Decoding the differences between a successor annuitant vs beneficiary designation as per a RRIF - Registered Retirement Income Fund.

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What is a first home saving account, and why is it important for Canadians?
Investments CC&Associates 2024-03-05 Investments CC&Associates 2024-03-05

What is a first home saving account, and why is it important for Canadians?

Explore the benefits and considerations of a First Home Savings Account in Canada (FHSA), designed for first-time homebuyers.

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Say goodbye to holiday-related financial stress; a quick guide to budgeting 
Investments CC&Associates 2023-12-21 Investments CC&Associates 2023-12-21

Say goodbye to holiday-related financial stress; a quick guide to budgeting 

Say goodbye to holiday-related financial stress; a quick guide to budgeting.

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Gifts that keep giving. Should I open an RESP or apply for a whole life insurance policy for my child?
Investments CC&Associates 2023-12-13 Investments CC&Associates 2023-12-13

Gifts that keep giving. Should I open an RESP or apply for a whole life insurance policy for my child?

We answer why a whole life insurance policy rather than the traditional RESP may be the way to go . It's an alternative investment strategy that doesn't lock in your money.

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Who would qualify for a registered disability savings plan in Canada?
Investments CC&Associates 2023-11-24 Investments CC&Associates 2023-11-24

Who would qualify for a registered disability savings plan in Canada?

Dive into our quick guide looking at what is a registered disability savings plan and who qualifies.

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A quick guide to TFSA contribution room in Canada
Investments CC&Associates 2023-10-05 Investments CC&Associates 2023-10-05

A quick guide to TFSA contribution room in Canada

Dive into our quick guide looking at the rules of contributing to your TFSA in Canada.

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5 reasons you should maximize Your TFSA contributions: A Canadian perspective
Investments CC&Associates 2023-10-05 Investments CC&Associates 2023-10-05

5 reasons you should maximize Your TFSA contributions: A Canadian perspective

Dive into our comprehensive guide to discover the top 5 reasons to maximize your TFSA savings.

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What's the Difference Between SEG Funds and Mutual Funds? Canadian Finance
Investments CC&Associates 2023-05-12 Investments CC&Associates 2023-05-12

What's the Difference Between SEG Funds and Mutual Funds? Canadian Finance

Learn about the key differences between these two investment options, including their fees, investment strategies, and risk levels.

With clear explanations and helpful insights, this guide can help you make informed decisions about your investments and achieve your financial goals.

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Personal investing: When should I open a TFSA (Tax-Free Savings Account)?
Investments, All CC&Associates 2023-04-26 Investments, All CC&Associates 2023-04-26

Personal investing: When should I open a TFSA (Tax-Free Savings Account)?

When should I open a TFSA? A beginner's guide to funding a tax-free savings account in Canada.

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A savvy RRSP withdrawal strategy to minimize taxes in retirement
Investments, All CC&Associates 2023-04-26 Investments, All CC&Associates 2023-04-26

A savvy RRSP withdrawal strategy to minimize taxes in retirement

Maximize your retirement savings by learning how to withdraw from your RRSP in a tax-efficient way.

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Headquartered in London, Ontario. Canada.

Financial planning, investment management, and insurance for future-minded Canadians.

Terms and Conditions | Privacy Policy | iA Financial Group | © 2023 CC&Associates. All Rights Reserved.

Reagan Bradley thoughtfully built our brand and website.

Mutual Funds are offered through Investia Financial Services Inc. Insurance products are provided through BridgeForce powered by Hub. Segregated fund products are offered through BridgeForce powered by Hub Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund. The particulars contained herein were obtained from sources we believe reliable but not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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