AC Investments and Insurance
Share
I teach clients Financial Fundamentals such as:
- Paying Yourself First
- The Advantage of Dollar Cost Averaging
- The Power of Compound Interest
- The Benefits of Professional Money Management
The services I provide are free to anyone. I am partnered with most investment and insurance companies in Canada which allows me to maintain an independent perspective and ensure you get the best product
Well folks. After 12 years,I will be closing the doors to my investment and insurance business. It’s been a great time and I have enjoyed helping out many families and individuals along the way.
07/24/2021
Life vs. Living Benefits: Consider the Differences Insurance can come in all shapes and sizes and the type you choose depends on your coverage needs and risk. Read this article to learn more about how an insurance underwriter may assess your risk for the different coverage types.
02/16/2021
After watching the super bowl ads for Questrade and now hearing them again on the radio. It got me wondering, how do my investment offerings compare to Questrade. I did a comparison 2 years ago and I was beating them by far but what about today. So I updated the numbers for the past 2 years and voila still beating Questrade returns by 0.5-2% in 2019 and 2.6-3.6% in 2020 (depending on risk tolerance)
So you could switch to Questrade and returning 30% richer than the bank. Or you could switch to me and retire much much richer than Questrade.
Online Wealth Management CI Direct Investing provides online investment advice and financial services. We help you to plan for and achieve financial independence.
12/31/2020
As 2020 comes to an end, here are some tax planning guides to help you though the upcoming tax season.
It’s Beginning to Look a Lot Like Tax Season Don’t be fooled by all this holiday cheer, tax season is just around the corner. Read this article to prepare you for the 2020 tax season.
Click here to claim your Sponsored Listing.
Category
Contact the business
Address
Calgary, AB
T2Y4T1
