Welcome to the Red Seal Blog
Thanks for checking out our blog! We offer practical advice to our clients every day and have decided to package up some of this advice and share it with you here on our blog. We hope you enjoy our articles and consider sharing them with your friends & family or online via your social media accounts. Thanks for visiting!
Trinity Funeral Homes Advanced Planning and Final Arrangement Guide
The death of a loved one is a challenging time. Having dedicated…
CPP In Retirement – You May Not Get As Much As You Think
CPP is also known as the Public Pension. It’s available in retirement…
Taking care of Business(es) – Preparation is key! Are you ready ?
Succeeding at business means being prepared even for the things you just…
The Hidden Costs of Fraud Fraud creates systemic costs that impact us all.
According to the Competition Bureau Canada, recent data indicates Canadians lost a…
Taking Care of Business Sea Turtles, Gorillas, Hammerhead Sharks and Small Businesses. What do they have in common?
Courtesy of COVID-19, small businesses can be said to have joined the…
Global Health Scares & Market Turbulence What the average investor needs to remember about the Coronavirus scare of 2020.
We’re currently seeing a market dip based on concerns about the Coronavirus…
How to Access your My Service Canada Account The Easiest Way to Check Your CPP Benefit
Your ‘My Service Canada’ account is where you can access information and…
How to Become An Organ Donor Pay It Forward
Did you know that there are over 4,500 people in Canada on…
You’ve completed your LIFE insurance application – Next Step – Underwriting After you've had your initial meetings and settled on an option presented to you by your advisor - the underwriting process begins.
Congratulations on making the smart decision to protect yourself and your loved…
Financial Planning for Farm Families Start your Planning Today
Are you a farming family looking to sell the farm or transition…
Happy New Year Wishing all our clients, friends and family all the best!
Start of another year… Endless possibilities. Let’s make it a great year!
Remembrance Day LEST WE FORGET
A huge THANK YOU from the Red Seal Family to all…
HAPPY THANKSGIVING From Our Quirky Family To Yours
Wishing all our friends, family, and clients a Happy Thanksgiving!
RED SEAL VISITS WEALTHBAR A DUE DILIGENCE TRIP ON BEHALF OF OUR CLIENTS
At Red Seal Financial Ltd. we feel it’s important to have confidence…
DO YOU KNOW YOUR BLOOD TYPE? GET YOUR BLOOD TYPE TESTED
Imagine you’re in the car with your family on your way to…
When is Segregated Fund investing the right choice ? With so many investment choices, are Seg funds right for you?
Segregated Funds Segregated funds (‘Seg’ funds for short) are essentially Mutual Funds…
WHAT IS A CHARTERED PROFESSIONAL ACCOUNTANT (“CPA”) ? MY CPA JOURNEY
Prior to 2015, there were three accounting designations in Canada: Chartered Accountants…
HOW TO PERFORM A BENEFICIARY REVIEW DON'T SET YOUR LOVED ONES UP FOR AN UNPLEASANT SURPRISE!
When you started your job you probably filled out some paperwork to…
WHEN IS YOUR MORTGAGE RENEWAL? YOU COULD SAVE THOUSANDS OF DOLLARS WITH A LITTLE PREPARATION
When does your mortgage renew? What rate of interest are you paying?…
David Lord, CPA, CMA, CFP Certified Financial Planner
I’m pleased to announce that as of April 2018, I am now…
DO YOU HAVE COPIES OF YOUR KEY PIECES OF ID? Don't Leave Home Without Making Copies!
It’s the middle of January and you’ve decided to treat yourself to…
DO YOU HAVE A DIGITAL ASSET INVENTORY LIST? Your Digital Assets Might be Worth More Than You Think!
The world is changing. It used to be that our wealth was…
EMPLOYEE BENEFITS 101 What you need to know to get started
*This is an article I originally guest wrote for Jobber here in…
Is the Layered TERM LIFE Insurance Strategy for you? Make sure your insurance strategy best suits your ever-changing needs
If you want to make an good decision just once that will…
Mortgage Rates, Fixed or Floating? Picking the right mortgage rate is easier than you think !
For many Canadians, a home is their biggest asset and with…
Information Organizer Be prepared in case of a disaster!
Imagine you’re fast asleep and you’re suddenly awoken by the fire alarm.…
Get Lower Rates on Your Credit Cards! Standard rates a little too high for your liking?
While we ALWAYS recommend paying your entire credit card bill every billing…
What kind of investor are you? With so many investment options, how do you know what is right for you?
If you’re like many of us, you’re feeling overwhelmed about what…
How much life insurance do I need? Calculate your own insurance needs
How much Life insurance do I need? Take a moment to come…
What is a Holographic Will? Holographic Will vs. Formal Will
There are two kinds of WILLS; a Formal WILL and a Holographic…
What’s a business owner to do? The new tax paradigm: tried and true approaches
The times they are a changin’. The RULES they are a…
How To Set Up My Account for Individuals with CRA The Online Portal for Tax Information
Do you have online access to your account with the Canada Revenue…
Life Insurance for HIV Positive Individuals You Can Get Medically Underwritten for Life Insurance with HIV
As Poz People know, the negative effects of contracting the HIV virus…
Mortgage Insurance vs. Life Insurance Ditch Rented Mortgage Insurance in Favour of Life Insurance You Own
Ditch Rented Mortgage Insurance in Favour of Life Insurance You Own Do you…
Personal Accounting Software Using a Personal Budgeting Software Will Give You Financial Superpowers
Personal Accounting Software Do you use Personal Budgeting Software also known as…
What is a Certified Financial Planner? You Should be Working with a CFP Professional
What is a Certified Financial Planner (CFP)? A Certified Financial Planner is…
Advisors
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Dawn Vader
- CPP In Retirement – You May Not Get As Much As You Think
- Taking care of Business(es) – Preparation is key! Are you ready ?
- The Hidden Costs of Fraud Fraud creates systemic costs that impact us all.
- Taking Care of Business Sea Turtles, Gorillas, Hammerhead Sharks and Small Businesses. What do they have in common?
- Global Health Scares & Market Turbulence What the average investor needs to remember about the Coronavirus scare of 2020.
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David Lord
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