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Resources

Portfolio Strategies

Portfolio Strategies Login

Helpful Websites

Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Financial Post 
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Canada Pension Plan (CPP)
Senior Tax and Benefit information
Seniors Canada website

Contact Us

Syd Duffill
Financial Advisor

(403) 931 6789
Syd@wealthnavigationgroup.ca

Sylvia Duffill, CFP®, Retired Nurse
Certified Financial Planner®

(403) 931 6789
Sylvia@wealthnavigationgroup.ca

63 Priddis Creek Drive
Foothills, Alberta
T0L 1W2

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About

The true value of good financial planning is not in the numbers, but in the life that the numbers make possible.

Today you need more than just a “financial advisor.” You need someone that can help you simplify your financial life. You need someone who will take the time to thoroughly understand you and your particular goals and wishes, and after careful consideration and research, offer clear and practical strategies to help you work toward those goals and wishes. You need someone who will support and help you implement those solutions as smoothly and seamlessly as possible.

 

Our Dealer

Mutual funds products are offered through Portfolio Strategies Corporation. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

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