This online Learning Centre is an extension of the learning centre in our offices. We take investor education seriously. Education is part of the Hourglass Financial Plan (pioneered and TM by Duplessis Financial).Learn about products, tools, concepts, portfolio ideas, fund prformance and financial planning in your own time. We invest a large portion of our resources in client education because we believe your success is our success - and we know that 96% of our new clients are referred by our satisfied clients.We host regular mini-seminars in the office, often on Saturdays, and anyone is welcome to come in any time of the day to avail themselves of coffee, reading material, self-study guides, product literature, and easy to use PC-based tutorials. Come on in and check your portfolio's performance online. |
|
|
-
Retirement Income
( 1 items )
Creating and sustaining a viable retirement income is a multi phase project or programme an individual undertakes with his/her financial advisor(s) over a long period of time. This section of of WEB SITE hosts articles and resources dealing with this topic.
-
Small Business
( 3 items )
-
RRIF
( 1 items )
Learn more about RRIF - the rules, benefits, mechanics, and options
-
Segregated Funds
( 2 items )
Segregated Funds are in many respects like Mutual Funds that are guaranteed by a Life Insurance Company. The guarantees are often: Guaranteed return of principal at death and/or maturity (often 10-years to maturity). Like Mutual Funds, most Seg Funds can be cashed or moved. Seg Funds have a higher MER (Management Expense Ratio) to help pay for the guarantees and sometimes return 1% or 2% less than its equivalent Mutual Fund. Seg Funds are provided through Life Insurance Companies. Mutual Funds are provided through Hub Capital, our Mutual Funds Dealership.
-
Disability Insurance
( 1 items )
-
Investment Funds
( 3 items )
-
Rsp & RRSP
( 1 items )
|
Add to Del.icio.us
Add to Furl
Add to Google
Add to Y!MyWeb
Learning Centre 