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How to Invest on a Small Budget

by Invisor Last updated on August 16, 2017

Photo by rawpixel.com on Unsplash

There seems to be a common perception that tells us investing is only for those with large budgets. It tells us that to start investing, you need thousands of dollars parked in savings to have a chance of reaching your financial goals. 

We’re here to tell you that you don’t need either of those things to open an investment account. All you need is a simple plan and the commitment to stick to it.

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Should I Open A TFSA?

by Invisor Last updated on June 21, 2017

Image: Matheus Ferrero

Once you identify which goals you are saving for and determine an appropriate investment plan, the next step is to figure out which investment account type is right for you. Some choices may be more obvious than others, like using an RRSP to save towards retirement, or an RESP to save for your kids' education. But what about shorter-term goals like purchasing a car or saving for a wedding?

If you're asking yourself this question, a Tax-Free Savings Account (TFSA) might be the right vehicle for you and your goals. Use these tips below to help you determine if you should open a TFSA. 

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It's our second birthday - and we want to celebrate with you!

by Invisor Last updated on May 10, 2017

This month marks our second year as a team at Invisor. 

In two years, we've stuck by our commitment to make Canadian investment and insurance services more accessible to everyone. We’ve made improvements and additions to our products, and expanded the breadth of our services. We’ve been fortunate enough to see our business grow and evolve. We’ve had pizza-and-beer lunches, and Friday afternoon putting tournaments. We’ve had a fun and rewarding two years, and are looking forward to everything to come in the next 12 months.

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Am I Financially Ready To Buy A House?

by Invisor Last updated on April 19, 2017

If we aren't there already, there will most likely come a time when we feel financially ready to purchase our own home. This is an exciting time, and searching for the perfect first house can be both fun and overwhelming. 

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How To Save For Retirement At Every Age

by Invisor Last updated on April 12, 2017

Image credit: Magic phil Montes via Unsplash

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How A Financial Advisor Can Help You Get Financially Fit

by Invisor Last updated on March 29, 2017

Whether you're a regular or not-so-regular gym-goer, there's something we can all agree on: keeping up your fitness level takes work. 

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'I have netted almost nothing over the last decade.'

by Invisor Last updated on March 15, 2017
 
This article was originally published on The Globe and Mail.
 
Louise is a 59-year-old self-employed performance artist who is looking to slow down in the next few years and retire at age 65. Her financial goals include some home renovations, paying off her mortgage, buying a new car, building a small cabin, and retiring with $42,000 per year.
 
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Do I Need A Will?

by Invisor Last updated on March 07, 2017

Having a strong financial plan not only allows you and your family to enjoy the things you value, but it also protects you in the case that an accident or death occurs. We’ve talked about making sure you’re protected with proper insurance coverage, but there’s another element to supporting your family when you’re no longer here: keeping an up-to-date will.

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How to Get on the Right Road to Financial Freedom

by Invisor Last updated on February 22, 2017

Figuring out how to reach your financial goals takes a lot of planning. This thought may be daunting, but thinking about your goals in the same way you would map out a road trip can make planning easier. Now it sounds a little more fun (Florida? The East Coast?) and you can visualize your financial goals with a clear start and destination. Use these tips to ensure a smooth journey for each of your goals, and get on the right road to reaching them. 

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FREE Financial Checklist

by Invisor Last updated on February 17, 2017

Set yourself up for financial success in 2017 with this exercise. 

  • Define your financial goals or check your progress on existing goals. What are you saving towards and what are your timelines?
  • Find out how much you need to save each year to reach those goals. If you need help, work with an advisor and don't hesitate to ask them the right questions
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