Ask Geoff

11/05/2024

"Looking to build a solid retirement fund? Here are 3 ways to make the most of tax-deferred accounts like RRSPs to boost your savings! 📈 Max out your contributions, take advantage of catch-up options, and reinvest your tax refund. It’s never too early (or too late!) to plan for a secure retirement. Start now and make your future a priority! 💼💰

11/04/2024

"We’re thrilled to share that our parent company, Carte Financial, has been recognized as Canada’s highest-rated independent investment dealer for six years running! 🎉 At Blue Harbour Financial, we proudly share Carte’s commitment to excellence, integrity, and personalized service. With a rating of 9.2 in 2024, Carte Financial continues to set the standard in the industry. Come discover why advisors choose Carte and see how we can support your financial journey!

10/14/2024

"This Thanksgiving, I'm grateful for all the clients who trust me with their financial journeys. 🙏 Helping you achieve financial security and peace of mind is something I’m truly thankful for. Here's to a future filled with prosperity and success! 🍂🦃 Happy Thanksgiving! "

10/05/2024

"Thinking about your financial future? 💡 Here are 4 key benefits of contributing to an RRSP (Registered Retirement Savings Plan) that you shouldn't miss! ✅ Tax advantages, retirement security, flexible withdrawals, and income splitting—all designed to give you peace of mind. Learn how an RRSP can set you up for success! 💼💰 "

10/01/2024

"From humble beginnings to helping people take control of their finances, my journey as a financial advisor has been about making dreams come true. 💡✨ Starting out, I never imagined I'd be here today—CEO of Blue Harbour Financial and a trusted guide for so many amazing clients. The challenges, the wins, and the growth have all been worth it. Here's to empowering more of you to reach your financial goals! 🚀💰
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06/26/2023

Listen live today and ask John Christofilos any questions about the markets, inflation or interest rates. Click the listen live button at www.askgeoff.ca and call in at (289)275-9600.

Providing financial security for you and your family! We match your needs to the right company and plan to properly protect your family and reach your savings goals.

06/05/2023

Financial lessons now that will pay off in later life.

Children are never too young to learn about money.

04/12/2023

Financial security is 'increasingly elusive' for poorer people says Co-operators’ executive in response to new Prosper Canada report

04/11/2023

This was made public today. Blue Harbour Financial is one of the 9 brokerages to have won this award for 2023! Congrats to the entire team at Blue Harbour Financial for this award.
Methodology
To find the 5-Star Brokerages of 2023, Wealth Professional solicited applications from brokerage firms across Canada. WP invited applicants to explain how they were excelling in key areas like culture, compliance, training, and technology. To be eligible, each firm had to be a full-service brokerage with a minimum of three locations.
Winners were judged by the substance of their nominations, based on specific examples of outcomes that were achieved and the relevant data to support their claims. The WP team carefully reviewed each nomination, examining how each brokerage had made a meaningful and tangible difference in the financial services industry.

04/10/2023

I don’t normally get political but this guy was smart with day trading in his TFSA and made a lot of money being smart and is now being penalized for doing so in an account that’s is supposed to be tax free. Good for him for doing so well bad on CRA for doing what they did.

The ruling opens the door to hefty tax bills for other frequent investors

03/29/2023

Hot of the press.

12/21/2022

Great advice on emergency funds.