Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Philosophy
    • Our Process
    • Our Name
  • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession
    • Charitable Giving
  • Resources
    • Useful Websites
    • Calculator Library
  • Blog
  • Contact
  • Client Login
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Professionally dressed man and woman looking at a tablet
Jeff Janosik | Jan 25, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Jeff Janosik | Jan 18, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
default blog image
Jeff Janosik | Jan 11, 2022

Biggest Life Insurance Mistakes

Insurance
For most people, buying life insurance is difficult enough, even when it’s done right. But when it is done with only one eye open, or haphazardly just to ‘get
Read More
default blog image
Jeff Janosik | Jan 4, 2022

How Much Life Insurance is enough?

Insurance
Before attempting to answer this question, you must have a thorough understand of exactly what you are insuring. The purpose of life insurance is usually to
Read More
Jeff Janosik | Dec 28, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jeff Janosik | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
default blog image
Jeff Janosik | Dec 14, 2021

Retirement Income Planning Requires Realistic Spending Assumptions

Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
Read More
Jeff Janosik | Dec 7, 2021

The Canada Pension Plan in 2022

Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
Read More
default blog image
Jeff Janosik | Nov 30, 2021

How to Choose the Right Life Insurance Professional

Insurance
The decision to buy life insurance is one of the most important a person can make in their financial lives, and buying a life insurance policy can be one of the
Read More
default blog image
Jeff Janosik | Nov 23, 2021

Debt and Retirement - How to Handle both when Nearing Retirement

Finance
An increasing number of Canadians are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time.
Read More
default blog image
Jeff Janosik | Nov 16, 2021

What Should You Really Expect with Regards to Your Child’s Post-Secondary Education Costs?

Education
Finance
It’s no secret to any parent with aspirations of paying for their child’s post-secondary education that the cost of doing so is quickly inching beyond the reach
Read More
An exit sign in a modern office building
Jeff Janosik | Nov 9, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

Office

344 Manning Rd
Tecumseh ON N8N 4W5
Canada

Contact Info

Office: 519-974-0128
Fax: 519-974-9344
Toll Free: 1-800-273-2036
info@fpteam.ca

Mutual Funds provided through Hub Capital Inc.

Get in Touch

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Disclaimer | Privacy Policy

© 2025 Copper Tree Financial . All rights reserved.