Archive by author: Trevor WrightReturn
Trevor Wright is the principal and owner for Wright and Associates Financial Services. Trevor has been an entrepreneur and financial advisor for over 31 years now with several certifications from the Canadian Securities Institute.
Plan A in Turbulent Times
Over the last few weeks, the financial markets have been crazy, scary, horrifying, whatever adjective you feel can fit.
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Is Your Advisor Working For Your Money or is Your Money Working For Your Advisor?
I recently talked to a person, I'll call her Lucy, who had investments with two different places and wanted to move them all over to one in order to make things easier.  I am a big proponent of this as it makes the whole planning process much easier when one advisor can oversee all of the assets in all the different accounts.
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The Balanced Fund Rip-Off
The mutual fund industry is a mature industry that remains extremely profitable despite overwhelming evidence suggesting that alternative options such as exchange traded funds (ETFs) are far more beneficial for investors. Although mutual funds continue to have their market share eroded by ETFs, the fact that the assets in mutual funds continue to grow, and that profit margins continue to stay stubbornly high is absolutely astounding. Kudos to the extremely well-paid marketing executives in the m...
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Does your business need some cash flow?
Perhaps a life insurance policy could help get you off the ground. Like other famous brands this brand also dug into life insurance polices as a saving grace for their business to get off the ground.
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Famous brands started by life insurance
Even some of the largest brands in the world started out with cash flow issues and leaned into their life insurance policies to provide the flow they needed to drive their business forward and to great success.
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The Benefits of Consolidation
We often meet clients when they are retired or are seriously considering a date to retire. It is common for them to have savings, investments and benefits at several financial institutions. One of our objectives, through integrated planning, is to coordinate, consolidate and simplify their affairs. Better planning, no conflicting advice, less confusion, more control over income flows, more efficient asset allocation and tax planning, fewer statements, simpler administration - and finally, more o...
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6 Reasons Single People May Need Life Insurance
You many not be thinking about insurance now, but you should. We provide 6 compelling reasons why you, as a single person, may need live insurance. Some reasons may surprise you!
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