Invisor

Recent Posts

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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What is Risk Tolerance?

by Invisor Last updated on February 08, 2017

Risk plays a big part in your investment plan. Whether you opt for a more conservative route, or prefer a high-risk, high-growth approach, understanding how risk fits into your portfolio is essential in creating a plan that works for your goals.

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How to set long-term goals in 2017

by Invisor Last updated on January 25, 2017

For many, ringing in the new year represents goal setting and a new chance to revisit existing objectives. 

Often, these goals can be achieved within the year, like traveling, completing a course, looking for a new job, or finding a new home. 

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Why Should I Care About CRM2?

by Invisor Last updated on January 11, 2017

Last year, regulators announced the Client Relationship Model - Version 2 (CRM2), which included a key requirement that financial advisors explicitly disclose all investment fees charged to clients. The regulation, which went into force in July 2016, is required to be implemented by all financial advisors by January 2017. 

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