July 2026

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Supporting the CCA Golf Day

Carruthers Walker Financial was proud to support this year’s Cognashene Cottagers’ Association (CCA) Golf Day, helping raise funds for...

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Starting Out on the Right Track

A wedding day can be a springboard into many new and exciting adventures. With all the excitement leading up to the big day, the new couple routinely focuses so much energy on planning the event that they seldom spend any time discussing other important life issues – like developing a sound financial strategy for the future.

As couples embark on a new life journey together, it is important to take time to discuss life goals, hopes and dreams and then commit to incorporating each element into an overall...

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Bridging Retirement Income Gaps

What happens if you retire before you’re officially "supposed” to? Whether you’ve decided to "hang up your boots” early or life "threw you a curveball”, retiring before age 60 or 65 could leave a bit of an income gap. That’s because you can’t fully tap into the Canada Pension Plan (CPP) until you’re at least 60, and Old Age Security (OAS) doesn’t kick in until 65.

So, how do you pay the bills during those bridge years without surrendering a fortune to...

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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed, and produced by AdvisorNet Communications Inc., for the benefit of Jennifer Walker, Investment Funds Advisor with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

 

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Carruthers Walker Financial
15054 Yonge St. Aurora, ON L4G 1M4
Ph: (905) 713-6450