Articles by Our Experts

Achieving Financial Goals

Developing a Wealth Management Strategy (October 2010)

Assiniboine Financial Group services (June 2010)

Estate Planning

Who gets the cottage? (October 2009)

Investment Planning

Engage Your Financial Future (February 2012)

Getting ready for recovery (October 2009)

Reasons to love market volatility (June 2009)

Registered Retirement Savings Plans

Avoid these 10 common RRSP mistakes (February 2009)

Investment Classes

Capitalizing on Tax-Efficient Growth (October 2011)

Questions on Asset Classes answered (June 2011)

Role of varying investment classes in a low-interest environment (Feberuary 2011)

Retirement Planning

Uri Kraut, a financial planner with Assiniboine Financial Group, was regularly quoted in 2010 in a number of Winnipeg Free Press articles on retirement planning. To see these, click on any of the titles to read the article on the Winnipeg Free Press online edition.

Couple's retirement plans are well in hand - Winnipeg Free Press, May 14, 2012
Marvin and Gloria want to retire early, and they're making all the right financial moves to do so.

Get back in black - Family of four fights to pay down debt - Winnipeg Free Press, March 10, 2012
The married couple in their early 30s, with two children under four, have been fighting their own deficit beast for the better part of two years. They have won their share of monthly battles of late.

Back on track - Lifestyle changes put homeowner on path to retirement - Winnipeg Free Press, January 7, 2012
While others are beginning their New Year's resolutions, Rita is already a few weeks ahead of schedule on her path to a better life.

Getting by - Single mom worries about her future financial well-being - Winnipeg Free Press, November 5, 2011
Belinda needs a new savings strategy to build up as much savings as she can for retirement.

Registered disability savings plan not a financial-planning panacea - Winnipeg Free Press, September 3, 2011
Save that money and build up liquidity for when you're retired to be able to enjoy some extras.

Retirement fears inflated: With $500K in savings, couple unlikely to die in poverty - Winnipeg Free Press, December 26, 2010
Slow and steady won the race for the tortoise against the hare, and that scenario certainly applies to Sheila and Sean.

Slaying the multi-headed money monster: Couple far better off than they think, financial planner says - Winnipeg Free Press, October 23, 2010
Mitchell, 55, and Sally, 49, feel like they’re fighting a financial hydra — a nine¬headed monster that grows two new problems every time an old one is solved.

Basking, bathing... and banking? Make personal finance your scintillating summer read - Winnipeg Free Press, August 14, 2010
Hot, humid summer days are best spent basking in the breeze, lakeside. And what better companion is there to pass away a lazy afternoon than a good book on personal finance? Seriously.

Money Makeover: Extreme makeover - Couple must slash expenses and delay retirement just to make ends meet - Winnipeg Free Press, July 31, 2010
Money has never come easy for Ben and Nancy. But two years ago, when Ben lost his job, things got even tougher.

Downsized dreams: Unemployment, debt, lack of savings threaten early retirement plans - Winnipeg Free Press, April 17, 2010
Unemployment can send most retirement plans off the rails, but Deanna and Tony have done their best to keep their dream of buying a trailer and hitting the road in retirement on track.

Money Makeover - Single mom has some work to do - Winnipeg Free Press, February 20, 2010
Early retirement a pipe dream given current financial situation.

Just because you can... doesn't mean you should borrow to invest for retirement - Winnipeg Free Press, February 13, 2010
With the RRSP deadline looming, many people may be wondering whether they should borrow to invest in their retirement savings.

Socially Responsible Investing (SRI)

Socially responsible investing is a growing market in Canada and around the world. The following articles from our member newsletters will help you learn more about the impact SRI is having, rising trends and investment performance.

Investors satisfied with SRI performance (February 2012)

When it comes to your finances, consider socially responsible investing - Winnipeg Free Press, September 15, 2011
Investing in our future — what does that really mean? SRI involves considering a company’s social or environmental impact, in addition to its financial performance, when making investment decisions.

Canadian Socially Responsible Investing Conference and SRI Trends (June 2011)

SRI Funds Making Positive Change (February 2011)

Community Investing and Community Products (October 2010)

How Clean Tech Companies Related to SRI (June 2010)

Comparing SRI Performance to Other Investments (February 2010)

What Does an SRI Specialist Do? (October 2009)

SRI Healthy and Growing Across Canada (June 2009)

Thinking of Going Green this RRSP Season? Now you have more green choices! (February, 2009)

Strong Growth in Socially Responsible Investing (October 2008)

Ask Our SRI Specialist:

Information about conflict metals (October 2011)

Discussion topics at the 2011 Canadian SRI Conference (June 2011)