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Blog

Kevin Martin | Apr 20, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Kevin Martin | Apr 6, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Kevin Martin | Mar 15, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Kevin Martin | Feb 9, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Kevin Martin | Jan 19, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Kevin Martin | Jan 12, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Kevin Martin | Dec 22, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Kevin Martin | Dec 15, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Kevin Martin | Dec 3, 2021

The Canada Pension Plan in 2022

Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
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Kevin Martin | Nov 3, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Kevin Martin | Aug 26, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Kevin Martin | Jul 2, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Contact

(204) 578-5500

  

Address

4A – 457 9th Street
Brandon MB R7A 1K2

Insurance products, including segregated fund policies, are offered through Branstone Financial Strategies Inc., and Investment Representatives Kevin Martin,Tanice Taylor,Debbie Lang,Emma Lang offer  mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2022 Branstone Financial Strategies Inc. All rights reserved.