Financial planning

Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021

 

The new Growth Pool at Alitis Investments is just another way they can help you with your financial planning!

Get to work with this new tool for your investment toolbox

Introducing the Alitis Dividend Growth Pool + bringing new investment opportunities your way

  • Apr 5, 2021

 

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There’s more to business than business: it’s people that make the company!

While the investment world can be tricky to navigate, the right help…

  • Mar 1, 2021

 

Boutique investment counsel uses alternative investments to help diversify your portfolio.

Investment that make sense: Bringing some stability to financial planning

Local investment company uses innovative investment solutions

  • Jan 25, 2021
Boutique investment counsel uses alternative investments to help diversify your portfolio.
One-size doesn’t fit all when it comes to investing, so it’s important that your plan be custom-fitted to you, says Courtenay financial advisor Stu Tunheim.

One size doesn’t fit all: Why retirement planning begins with a custom fitting

RRSPs? TFSAs? The right choice depends on you!

  • Oct 26, 2020
One-size doesn’t fit all when it comes to investing, so it’s important that your plan be custom-fitted to you, says Courtenay financial advisor Stu Tunheim.
Why ‘mortgage insurance’ may NOT be best option

Why ‘mortgage insurance’ may NOT be best option

Alternative insurance options may provide better coverage

  • Aug 31, 2020
Why ‘mortgage insurance’ may NOT be best option
Why life insurance is important to your financial well-being

Why life insurance is important to your financial well-being

When you purchase home insurance or car insurance, you hope you’ll never…

  • Jul 27, 2020
Why life insurance is important to your financial well-being
Consultant Stu Tunheim and the team at IG Wealth Management in Courtenay can advise you on options for setting up a solid financial plan.

Planning for your financial goals just got easier!

Accessibility, transparency bring better client experience

  • Jun 29, 2020
Consultant Stu Tunheim and the team at IG Wealth Management in Courtenay can advise you on options for setting up a solid financial plan.
Options are available to help get back on track this summer.

Expecting the unexpected: Building a financial safety net

Do you have money set aside in case of emergency? Here’s how to do it

  • Jun 22, 2020
Options are available to help get back on track this summer.
Consultant Stu Tunheim and the team at IG Wealth Management in Courtenay can advise you on options for setting up a solid financial plan.

Risk analysis and planning for the unknown

A financial plan to take you into – and through – retirement

  • May 25, 2020
Consultant Stu Tunheim and the team at IG Wealth Management in Courtenay can advise you on options for setting up a solid financial plan.