Drew Ross - Financial Advisor

Drew Ross - Financial Advisor

Share

Timely information and personal comments relevant to financial planning, investments and insurance in the Ottawa Valley I am a Sun Life Financial advisor.

Federal Budget 2019 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 Canada’s 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.

Which investments can reduce your tax bill? 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.

Want your business to be the top-listed Accountant in Ottawa?
Click here to claim your Sponsored Listing.

Address


Ottawa, ON
K1S 5N4

Opening Hours

Monday 8am - 4pm
7:30pm - 9:30pm
Tuesday 8am - 4pm
7:30pm - 9:30pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
7:30pm - 9:30pm
Friday 8am - 4pm
7:30pm - 9:30pm