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Agrawal Associates supports FCC Drive Away Hunger campaign

Submitted by Agrawal Associates on September 5th, 2017

September 6, 2017

To help raise awareness of this important issue and support food banks across Alberta, Agrawal Associates is proud to join the annual Farm Credit Canada Drive Away Hunger campaign as a Gold Sponsor.

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  • Drive Away Hunger
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Diversify your investments; a prudent approach

Submitted by Agrawal Associates on August 20th, 2017

August 21, 2017

How can you get better rates of return in your investments with lower risk? One prudent principle followed by all of the advisors at Agrawal Associates is to encourage diversification in your investment portfolio.

Tags:
  • diversification
  • investment management
  • Prudent Principles
  • Wealth Management
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Transitioning to retirement

Submitted by Agrawal Associates on July 28th, 2017

July 31, 2017

How much money do you think you’ll need to live a comfortable retirement? Let’s look at a more personalized approach to retirement planning.

Tags:
  • consumption smoothing
  • Retirement
  • retirement planning
  • retirement transition
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Consolidate to increase your investment focus

Submitted by Agrawal Associates on July 12th, 2017

July 21, 2017

Have you ever felt that your investment portfolio isn’t a priority to the advisor or investment manager you’re working with? Consolidation is one solution to manage this frustration.

Tags:
  • consolidation
  • investment management
  • Prudent principle
  • Wealth Management
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5 things to do if you’ve lost your job

Submitted by Agrawal Associates on July 5th, 2017

July 6, 2017

Life events don’t just impact your finances, but also your overall mental wellbeing. Finding a way to acknowledge and accept the overall situation will allow you to take action on next steps.

Tags:
  • Beneficiaries
  • Estate planning
  • Inheritance
  • intergenerational transactions
  • job loss
  • Prudent principle
  • retirement planning
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Rebalance to manage investments

Submitted by Agrawal Associates on June 21st, 2017

June 27, 2017

Rebalancing is an investment management method used by Girish Agrawal, and all of the Agrawal Associates consultants, to take advantage of market changes and manage the risk tolerance of clients.

Tags:
  • investment management
  • Prudent principle
  • Rebalancing
  • Wealth Management
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Passing on the family cottage

Submitted by Agrawal Associates on June 5th, 2017

June 6, 2017

It’s the place where your son had his first kiss, where your daughter caught her first fish, and where you plan to spend your time painting landscapes after retirement. It’s the family cottage.

Tags:
  • Beneficiaries
  • Estate planning
  • Inheritance
  • intergenerational transactions
  • Prudent principle
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Reacting to disaster; how you can help

Submitted by Agrawal Associates on May 30th, 2017

May 31, 2017

When a disaster happens, Canadians spring into action. We donate our time, skills, material goods, and financial support for people and organizations in need.

Tags:
  • Charity
  • emergency finances
  • Philanthropic giving
  • Planned giving
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Cashflow for life

Submitted by Agrawal Associates on May 23rd, 2017

May 23, 2017

The Canadian population is continuing to age and, with that, more and more seniors are asking themselves two important questions:

Can I retire? Am I going to be okay?

Tags:
  • Cash Flow
  • Retirement
  • Retirement Income
  • Retirement Plan
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Agrawal Associates confirms IIROC licencing

Submitted by Agrawal Associates on May 11th, 2017

May 15, 2017

On April 13, 2017, the licensed advisors of Agrawal Associates Private Wealth Management became licensed as a Registered Representative Securities — Retail with the Investment Industry Regulatory Organization of Canada (IIROC).

Tags:
  • IIROC
  • Investing
  • Securities
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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