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.
The Seven Retirement Risks
Risk.  It’s more than just a game.  It is a part of our lives. We have been hearing a lot about different types of risks the last little while.
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Accidental Death Insurance
One of the things we do for people is an insurance portfolio review. A recent review I did for a person has me a bit more disturbed than most. 
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Change.
Those of you who have met me know that I watch out for our environment. In my business we have been using less and less paper.
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What Happens to Your RRSP When You Retire?
I have had many clients turn 71 this year. And many will be turning 71 in the coming years. So often we are enticed by financial institutions to put money into an RRSP so we can get a refund back from the government on our tax return.
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Give your children options - July 2019 Newsletter
As a parent (or grandparent) you want the best for your children (or grandchildren). It’s all about planning for the unexpected.
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Why I Left The Mutual Fund Industry Part Deux
Many years ago there was a big giant machine that would meet with you and tell you all about their story and the fairy tales that were written about them.  They were a wonderful group of people who would take your money, invest it for you and then leave it at that.
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This Is Who We Are
I had an interesting chat the other day with someone who I respect immensely. Sometimes we have conversations that can go on much longer than anticipated so we now book an extra hour in each of our calendars when we have a meeting so we can enjoy the flow of the conversation.
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Financial Forecasting. Really? - April 2019 Newsletter
A wise man once said "the only value of a stock forecaster is to make fortune tellers look good.". Another one said "If you spend more than 13 minutes analyzing economic and market forecasts, you’ve wasted 10 minutes."
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Take Care of The Things You CAN Control, Part 1
Investment Fees.  Investment Fees.  Investment Fees. That seems to be all that people are talking about nowadays.  I read a lot of newspapers and industry papers.  I now see that one of the regulatory bodies wants full investment costs disclosed to the clients on their statements.  Was this not what was supposed to have come into effect a year or so ago?  I guess they missed something.
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Misconceptions about your money.
Imagine this. You have been out in the workforce for a few years when one of your fellow employees brags about getting a big tax refund this year. “How did you do that?” you ask. “I started an RRSP a few years ago and every year the government gives me money back for doing it!” they say. Hmmm…maybe you could get in on this gig. But how do you do it?
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Accumulation of wealth

ACCUMULATION OF WEALTH


Growth of Wealth

GROWTH OF WEALTH


Preservation of Wealth

PRESERVATION OF WEALTH


Transition of Wealth

TRANSITION OF WEALTH

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