Mary Keetch Financial Services

The Clawback Conundrum

How to help reduce your reported income to maximize benefits in retirement. WHEN CANADIANS AGE 65 OR OLDER think about their overall retirement plan, most focus on ensuring their savings, investments and other forms of income are appropriately managed. But most people’s retirement income also includes a range of valuable benefits available from the government, […]

Decision Making for Small Business

Focus on the choices that matter the most. EVERY DAY, WE MAKE COUNTLESS DECISIONS. Some are fairly trivial, such as what colour shirt to wear or what to have for lunch. Others have much bigger consequences. If you’re a business owner, these may include how to manage your cash flow, how to protect your company […]

The Big 3

These life-changing events can be significantly affect your finances. Serious Illness.  Job Loss.  Divorce. Click here to continue reading….

Recovering from a Financial Setback

Events that negatively affect finances can happen to anyone.  Overcoming a challenging situation – whatever form it takes – requires determination, patience and good planning. IN LIFE, EVERYONE EXPERIENCES SETBACKS. These can run the gamut from losing a job to going through a divorce, to recovering from a serious illness. Then there are the unexpected […]

Seeking Shelter in Stormy Seas

Segregated fund contracts are designed to help offer a safe harbour for Canadians worried about volatile markets. MANY CANADIANS ARE APPREHENSIVE about investing. And who can blame them? Between plunging oil and commodity prices, and the Canadian dollar’s free-fall, the economy has taken a big hit. So has investor confidence. Market volatility, together with economic […]