Resources

What is a fiduciary?

“fiduciary”

fə-ˈdü-shē-ˌer-ē

1) n. from the Latin fiducia, meaning "trust"; a person or a business who has the power and obligation to act for another under circumstances which require total trust, good faith, ethics, and honesty. 

Being a fiduciary means always acting in the best interest of our clients and putting our clients needs first.

Why you need a Fiduciary?

With so many money-management firms, brokers, mutual funds, and investment products, the financial industry can be confusing, frustrating and even self serving. A fiduciary always works in your best interests and one way we do that is working for a single fee, eliminating the potential biases that trailer fees and commissions can present. Our compensation is aligned with your goals.

Important Documents

Relationship Disclosure & Conflicts of Interest

Perspectives

Tony Robbins

Chances are, that if you are here, you are the kind of person who wants to create the very best life possible for yourself, your family and your business. There are many paths to success, but most of them involve developing a new skill or improving upon current ones. Books by Tony Robbins are an excellent tool on your path to bettering your life, be it in a personal or professional capacity.

Tony’s mission: helping people like you live extraordinary lives. With the knowledge inside Tony Robbins’ books and a passion for implementing change inside yourself, you, too, can achieve anything you set your mind to.robbins.jpg

UNSHAKEABLE: YOUR FINANCIAL FREEDOM PLAYBOOK

After interviewing fifty of the world’s greatest financial minds, and penning the #1 New York Times best seller Money: Master the Game, Tony Robbins returns with a step-by-step playbook, taking you on a journey to transform your financial life and accelerate your path to financial freedom. No matter your salary, your stage of life, or when you started, this is one of many self-help books that will provide the tools to help you achieve your financial goals more rapidly than you ever thought possible.


Useful Links

 

Your TFSA and RRSP contribution room can be determined by logging into your CRA account at: https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html

Or by calling 1-800-267-6999. You will need the following information when calling in:

  • your social insurance number;
  • your month and year of birth; and
  • the total income you entered on line 150 of your last tax return.

Your RRSP contribution room can also be located on your last notice of assessment.

 

Create a Health Spending Account:
https://client.myhsaaccess.com/Home/CornerstoneFiduciaryWealthManagement

Create a Will:
https://www.formalwill.ca/embed/67210d31b31caa5b0aea8f8e61e4af6a  KEY at checkout is FW15836MG (for a discount).

Group RMC:
Group RMC (grouprmcusa.com)

Cortland Credit:
Alternative Fixed Income, Short Term Private Debt - Cortland Credit Group Inc.

Cornerstone Fiduciary Wealth Management
Head office: Calgary
Suite 601
438, 11th Avenue SE
Calgary AB T2G 0Y4
Toll Free: (888) 260.5360
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