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Author Archive for: "Stuart Greenley"
Home » Archives for Stuart Greenley
 Types of Life Insurance
By Stuart Greenley
In Insurance, Small Business
Posted February 1, 2019

Types of Life Insurance

The choices in life insurance policies can seem overwhelming, and they are difficult to understand at first glance. This post will help with a high-level breakdown of current policy [...]

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 Looking for Life Insurance – What you need to know
By Stuart Greenley
In Estate Planning, Insurance, Retirement Planning, Uncategorized
Posted July 6, 2018

Looking for Life Insurance – What you need to know

The choices in life insurance can seem overwhelming, and they are difficult to understand at first glance. It’s hard to know exactly where to start. let’s look at a few questions to [...]

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 Term Vs Permanent Insurance
By Stuart Greenley
In Estate Planning, Insurance, Retirement Planning, Tax, Uncategorized
Posted June 26, 2018

Term Vs Permanent Insurance

Whether you’re looking for the affordability of term insurance or the lifelong protection of permanent insurance — or a combination of both — we have options to fit your needs and budget. [...]

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 Insurance Basics 101
By Stuart Greenley
In Estate Planning, Insurance, Retirement Planning
Posted June 20, 2018

Insurance Basics 101

Financially, people have a lot on their plates, from paying off debt, growing RRSP’s, managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that [...]

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 Important Dates for the upcoming Tax Season
By Stuart Greenley
In Estate Planning, Retirement Planning, Tax
Posted February 13, 2018

Important Dates for the upcoming Tax Season

IMPORTANT DATES January 4, 2018 Income tax forms– If you are doing your own tax return, we strongly recommend using tax software rather than pre-printed forms to prepare your return, [...]

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 Year End Step to save on 2017 Tax Bills
By Stuart Greenley
In Uncategorized
Posted November 14, 2017

Year End Step to save on 2017 Tax Bills

We know that for most Canadians, their tax bill isn’t top of mind until April tax season. While tax planning should be a year-round exercise for investors to students to small business [...]

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 Government Tax Proposal is a Business Killer!
By Stuart Greenley
In Estate Planning, Small Business, Tax
Posted September 1, 2017

Government Tax Proposal is a Business Killer!

The role of your advisor is to give you helpful, informed advice as you build and carry out your plan. To do this, your adviser will need to invest time to get to know you, your financial [...]

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 Goals-based investing suggested as replacement to advisers’ traditional approach
By Stuart Greenley
In Estate Planning, Investments, Retirement Income
Posted August 1, 2017

Goals-based investing suggested as replacement to advisers’ traditional approach

A new concept is sweeping the global investment community. It’s called goals-based portfolio management. The concept, which applies to the average investor, was discussed at a conference held in [...]

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 ASC to investors: Stay away from Bristol Financial.
By Stuart Greenley
In Investments, Retirement Income
Posted August 9, 2016

ASC to investors: Stay away from Bristol Financial.

ASC to investors: Stay away from Bristol Financial CALGARY – August 3, 2016 – The Alberta Securities Commission (ASC) is warning Alberta investors to exercise caution if solicited by Bristol [...]

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 Ethical investment is on the rise.
By Stuart Greenley
In Investments, Small Business
Posted August 3, 2016

Ethical investment is on the rise.

Socially Responsible Investing (SRI) continues its transition into the mainstream and SRI solutions are enjoying the increased profile and demand that comes with mass market awareness. Never has [...]

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  • Types of Life Insurance
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  • Insurance Basics 101
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Ardent Wealth
1004 Copperfield Blvd SE
Calgary, AB, T2Z 4X6

Phone: 403.457.4142
Toll Free: 1.855.457.4142
Fax: 1.587.317.7530
E-mail: sgreenley@ardentwealth.ca

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Recent Posts
  • Types of Life Insurance
  • Looking for Life Insurance – What you need to know
  • Term Vs Permanent Insurance
  • Insurance Basics 101
  • Important Dates for the upcoming Tax Season
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