- We listen to identify your dreams and goals
- We gather, organize and analyze your financial information
- We make recommendations based upon your needs
- We agree upon clear objectives and risk expectations
- We monitor your investments and track the progress
- We refine and revise along the way
- We offer investment strategies with downside protection for unpredictable markets
- We offer insurance solutions which are an important foundation to all financial plans
- We assist you with creating a legacy for future generations
- We help protect your family from life’s unexpected challenges
Investing for Humans
Wealthsimple is a pioneer in the robo-advisory field. Launched in 2014, they now account for over 75% of Canada's online advisor space and recently launched in the US and UK.
Wealthsimple prioritizes user-friendly design and paperless onboarding for clients of all ages.They've been widely covered by Canada's Business News Network, The Globe and Mail and CBCamong others as the one to watch in this space.
As a business owner or employer who offers your employees a retirement plan, you have a BIG problem! The Department of Labor has passed some new rules that are going to alter the way you do business vis-a-vis your fiduciary responsibilities to the plan. With these rules, all the providers on your retirement plan are going to have to explain in plain English what fees you are paying and what services they are providing for those fees.
As experienced financial services professionals, we are uniquely positioned to work closely with your organization. We pride ourselves on learning about our clients' business and we work to provide the right plan options for each business. We are passionate about making sure plan sponsors and participants receive the same level of service that larger plans receive. To learn more about Global View Capital Advisors.
60 Seconds with Rudy Garcia
Investors who understand that the economy moves through periods of recovery and recession may have a better perspective on the overall cycle. During recovery, understanding whether the economy is at an early or late stage of the cycle may influence certain investment decisions. Conversely, during a recession, deciphering whether the economy is passing through a shallow or deep cycle also may influence certain decisions.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When should you take your Social Security benefit?