Drew Ross - Financial Advisor
Timely information and personal comments relevant to financial planning, investments and insurance in the Ottawa Valley I am a Sun Life Financial advisor.
03/20/2019
My take away for clients:
Pay attention to taxation - No real relief so retirees and savers must remain vigilant, focus on net dollars in pocket... it's not how much your investments make, it's how much you get to keep that matters in the end.
Possible Enhanced GIS - Does nothing for the "middle class" but as an ethical matter, helps those who need it. This may be the right thing to do, but personally I see this as another threat to social security when I retire in 20 years 6 months 10 days and 4 hours....
Home Ownership - Be careful, home ownership is a financial strategy that must be carefully weighed. Believe me, I endorse home ownership. But, as with all investments, it is but one option and doing it incorrectly can set your plans back. Home ownership is a boon to government and industry... which is great. Make sure you're buying vs. renting because it is the right move for your plans, not simply because you can.
Federal Budget 2019 Sun Life Global Investments brings together the strength of one of Canadas most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions.
02/28/2019
Which investments can reduce your tax bill? Taxes may be inescapable, but your choice of investments can have a huge impact on how much tax you pay.
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