Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.
http://chartwellfinancial.com/wp-content/uploads/2018/05/Getting_the_best_from_a-Financial_advisor.png600600Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-04-01 21:22:002018-05-16 21:33:05Getting the best from a financial advisor
The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)
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Insurance products, including segregated fund policies and health insurance are offered through Chartwell Financial, and Investment Representatives Steve Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds through Quadrus Investment Services Ltd.
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