John Peters

  John Peters
   CHFC - Chartered Financial Consultant


As the financial world becomes more complex, the need for an experienced and knowledgeable advisor is essential.

Free Financial Planning Information
Click on a topic:

Wills and Estate Planning
Using a trust to avoid probate
Charitable giving
Business partner planning
Naming beneficiaries
Tax Strategies
Income tax strategies for 2011
Tax planning for small businesses
Planning for a tax audit
Tax refunds
Should you borrow to invest
RRSP
RRSP Basics
Quick start RRSP
Insurance Choices
Life insurance 101
Insurance: The basics
Term insurance additional uses
Critical Illness and Disability Insurance
Universal life
Mortgage insurance
Financial and Retirement Planning
Debt reduction as retirement savings strategy
TFSAs - Tax Free Savings Account 101
TFSAs - As a wealth building strategy
Do you know your retirement needs?
A wealth building path
Are you wearing your wealth?
Credit card tips and tricks
Lessons learned from the wealthy
Budget your way to financial independance

 

Please feel free to browse through these newsletters. I hope you will find something that will help you. For a discussion or quotation on any of these topics, please get in touch with me by phone or email. If you would like to receive my monthly newsletter direct to your e-mail please fill out the form below.

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As the financial world becomes more complex, the need for an experienced and knowledgeable advisor is essential.

Mutual Funds are offered through Worldsource Financial Management Inc and other products and services are through John Peters.

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