Blues Fest Announcement

Huntley O'Hagan Financial Planning is pleased and proud to present 2 outstanding acts at the 2015 Kitchener Blues Festival.



Kitchener Blues Festival is one of Canada's largest musical festivals and it's FREE!!

August 6-9, 2015!

See you there!


Recent Articles

Evolution of an Investor

Sometimes during social events or other gatherings a person will approach someone in the financial services business with an opening question: “I hear you do investments. What kind of returns can I expect?” .

The type of questions asked by individuals are usually a good indication of their investing experience. Newer (younger) investors are often more focused on the returns advertized by various investment companies, while more seasoned investors tend to think first about capital preservation and then returns second. In general, seasoned investors tend to focus more of their efforts on understanding the "process" for producing long term investment returns, which usually involve strategies such as dollar-cost-averaging and careful asset allocation.

Living Longer & Retiring Faster

Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring earlier creates a serious cash crunch because that greatly expands your time in retirement. A financial adviser can help you develop a plan to solve this critical problem.

Is Probate Right for Your Estate ?

Estate planning can be an overwhelming process. Whether it is your own estate or you are the executor for someone else, the checklist can seem never-ending. A financial adviser can help make sure your checklist is complete before you start checking the boxes.

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