Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Cristian Gutierrez-Financial Planner, Financial Consultant, Ottawa, ON.
07/07/2023
You’re saving towards the purchase of your first home and you’re wondering how to take full advantage of the new First Home Savings Account (FHSA)? With a well-rounded financial strategy, it’s easier to put your plans in motion.
As an independent advisor, I can put my experience to work for you and offer you unbiased advice. Contact me today!
06/20/2019
A fish doesn’t know it’s surrounded by water: The importance of investing globally We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.
Do you have a disability, or know someone who does? If you have never heard of the Registered Disability Savings Plan (RDSP), this short video is for you. Questions? comments? let me know.
04/16/2019
Goodbye rainbow of food groups, hello mindful eating. Read this article to learn more about the 2019 Canadian Food Guide and how food can impact your life insurance.
The Canadian Food Guide: Tips for a Long & Healthy Life Goodbye rainbow of food groups, hello mindful eating. Read this article to learn more about the 2019 changes to the Canadian Food Guide and how food can impact your life insurance.
02/15/2019
Maybe we should start calling it TFIA, but for now let's at least keep spreading the word :)
How to use a TFSA to get better investing results One of the biggest misconceptions of a TFSA is that you can only get it at a bank. Not so. Here's how to use a TFSA to get better investing results.
02/14/2019
Want to make the most of your savings in retirement with your married or common-law spouse? Read this article to find out how.
Tax hacks. Fall in love with these income splitting tips for you and your spouse We’ve previously covered income splitting loans, which can help high-net-worth Canadians lower the tax they pay. Here are some more income splitting tips.