Tracey Marshall

Tracey Marshall

Financial Planning Services

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Month: June 2019

Protect Yourself Against Fraud

Fraud Expert and Author Kelly Keehn spoke at a Professional Development Day I attended; she had some great tips to help avoid being a victim of fraud, they included: Shred everything! Never throw out bills or personal information without shredding…

Tracey Marshall June 28, 2019 Uncategorized Read more

Same-Sex Couples still face some Financial Planning Hurdles

2019 marks the 50th anniversary of the Stonewall Uprising and a half-century of LGBTQIA+ liberation. It’s WorldPride month and this weekend Toronto plays host to thousands of same-sex couples celebrating their march towards equality. The number of same-sex couples has…

Tracey Marshall June 21, 2019 Uncategorized Read more

Quadruple your Financial Assets

Statistics show that investors who work with a Financial Advisor can accumulate as much as four times the financial assets than those who go it alone. Research also shows that having a planner create a comprehensive financial plan in line…

Tracey Marshall June 14, 2019 Uncategorized Read more

Financial Tips for Divorcees

The majority of common-law and married couples have shared assets. These include owning a home together (72%), joint bank accounts (64%), joint credit cards (52%) and a joint Financial Plan (64%).   So how do you regain your financial independence…

Tracey Marshall June 7, 2019 Uncategorized Read more

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