Author: Bloom Investment Counsel, Inc.

How are Investors Protected in Canada?

How Are Investors Protected in Canada

How are investors protected in Canada? Canadians generally have two sources of account protection in Canada: the Canada Deposit Insurance Corporation (CDIC) and the Canadian Investor Protection Fund (CIPF). Both are intended to maintain investor confidence in the Canadian financial system. In this article, we explain the role of the CDIC and CIPF and the kind of protection each offers.

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Talking to Adult Children About Their Inheritance

Talking to Adult Children About Their Inheritance

Do you feel uncomfortable at the thought of talking to your adult children about their inheritance? You’re not alone. In many families, the “M” word (money) can be a stressful and emotional subject.

However, delaying the discussion can create more anxiety for everyone. In this article, we provide some suggestions on how to approach the inheritance conversation with your adult children, when you are ready to do so.

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3 Tips on How to Save and Plan a Comfortable Retirement for Self-Employed Canadians

3 Tips on How to Save and Plan a Comfortable Retirement for Self-Employed Canadians

Being self-employed brings you the perk of greater freedom with the challenge of learning how to do many things on your own, including funding your own retirement. Understanding how to save for retirement and retire comfortably are incredibly important lessons you should learn sooner rather than later. Here are 3 tips on how to plan and save for a comfortable retirement for self-employed Canadians.

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