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Alterna - Safeguarding Your Personal Information Safeguarding Your Personal Information By Alterna Team March 28, 2023 Financial Advice Protecting yourself from fraud requires your diligence all year long. We wanted to provide you with some tangible ways you can safeguard your personal information and proactively detect fraudsters. Top Tips to Protect Your Personal Information: Use strong, unique passwords for all your online accounts with a length of 10 or more characters, including upper…

Alterna - Essential Tactics for Women to Secure Your Financial Future Essential Tactics for Women to Secure Your Financial Future By Alterna Wealth July 31, 2023 Investing Statistically, women outlive men i , which necessitates a well-thought-out financial plan to support them for a longer duration including planning for now, retirement, and wealth transfer to the next generation. At Alterna Wealth we are committed to helping women secure their financial future through expert advice, enabling…

Alterna - RRSP over TFSA – Analyzing marginal and average tax rates RRSP over TFSA – Analyzing marginal and average tax rates By Qtrade Direct Investing® May 25, 2023 Investing This is an exclusive tax series brought to you by Tax & Estate specialist, Doug Carroll BBA JD LLM(tax) CFP TEP There’s a scene in Doc Hollywood where Michael J. Fox, the fresh med school grad, is readying to airlift a young patient out of the small town for emergency heart surgery. Just before liftoff, the aging local…

Alterna - Building Financial Harmony For A Strong Marriage Building Financial Harmony For A Strong Marriage By Alterna Team July 02, 2025 Life Events While love is essential for a successful marriage, building a solid matrimonial foundation also benefits from putting your individual and combined finances in order. Leading up to this exciting union, many couples understandably focus on the celebration rather than financial planning. After all, the joy of getting married tends to dominate the…

Alterna - Four pillars of investment tax planning Four pillars of investment tax planning By Qtrade Direct Investing® October 21, 2024 Investing This is an exclusive tax series brought to you by Tax & Estate specialist, Doug Carroll BBA JD LLM(tax) CFP TEP Fully informing the tax strategy for your portfolio You harnessed your spending habits to set aside savings. You researched the investments you deemed worthy of your hard-earned dollars. And now, as you admire your accumulating wealth,…

Alterna - Retirement Income: RRIF or Annuity? Retirement Income: RRIF or Annuity? By Alterna Team February 11, 2025 Investing Most people look forward to the freedom of retirement, but it may seem unsettling at first. If you think about it, you spend many years working hard and saving for the future. When you retire, the future is now! Your routine changes, your goals change and, instead of building wealth, your focus turns to drawing down wealth. Having enough money is important to cover…