Cambridge Consultants Financial and Retirement Planning
Home
About Us
- Steps a financial planner would take
- Biography of Ted Krestanowick
- Biography of John Krestanowich
Retirement Planning
- Pre-Retirement
- Reality Check
- At Retirement
- After Retirement
Income Tax
- Take advantage of 2007 personal tax changes
Insurance Needs
- Questions you may wish to ask yourself about your Insurance Needs
Investment Opportunities
- Advantages of mutual funds
- Building an investment portfolio
10 Mistakes Investors Make
- Mistake #1 – Treating Investments like a Part-Time Job – Not in a business like manner.
- Mistake #2 – Not Having an Asset Allocation Strategy
- Mistake #3 – Trying to Time the Market
- Mistake #4 – Letting Emotions Drive Investment Decisions
- Mistake #5 – Ignoring the Biggest Risk of All
- Mistake #6 – Expecting any Manager’s Investment Approach to Work all the Time
- Mistake #7 – Hiring Managers Solely by the Numbers
- Mistake #8 – Getting Caught up in the Relative Performance Game
- Mistake #9 – Not Knowing When to Fire a Manager
- Mistake #10 – Not Having an Investment Management Consultant
7 Myths of Financial Planning
- Myth 1: I need some investments before I need a plan.
- Myth 2: My estate won’t be subject to tax.
- Myth 3: I’m saving enough for retirement
- Myth 4: I can beat the market
- Myth 5: If something happened to me, my family would know what my wishes would be
- Myth 6: Old Age Security and the Canadian Pension Plan will provide most of my retirement income
- Myth 7: I don’t need to save for my retirement because I’m going to die young
Request a Free Financial Consultation
- Is it time for a financial fitness checkup?
Contact Cambridge Consultants
1619 Henderson Hwy
Winnipeg, Mb
R2G 1N8
Phone: 204-338-7065
Fax: 204-338-8846
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