What is Insurance?

Posted on August 12th, 2024 in E-Newletters, Insurance
Insurance surrounds each of us every day: When you get in your car, when you come home to your residence,…
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Education Savings: Start Early

Posted on August 12th, 2024 in E-Newletters, Education Planning, Investing
A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their…
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ESTIMATING RETIREMENT EXPENSES

Posted on July 8th, 2024 in Budgeting, E-Newletters, Life Events, Retirement
By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is…
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FINANCIAL STRATEGIES & DIVORCE

Posted on July 8th, 2024 in E-Newletters, Life Events
History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs…
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DIVERSIFICATION IS KEY

Posted on July 8th, 2024 in E-Newletters, Investing
As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam…
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NEEDS VS WANTS

Posted on June 10th, 2024 in Budgeting, E-Newletters
There are things you need to live a healthy life, like a place to live and food to eat. There…
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YOU’VE RETIRED. NOW WHAT?

Posted on June 10th, 2024 in E-Newletters, Estate Planning, Life Events, Retirement
Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for…
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ASSET BUILDING STRATEGIES

Posted on June 10th, 2024 in E-Newletters, Investing, Retirement
In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will…
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STRATEGIC OR TARGET-BASED PLANNING

Posted on May 13th, 2024 in E-Newletters, Investing, Retirement
Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was…
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ROLE REVERSAL – THE NEW REALITY

Posted on May 13th, 2024 in E-Newletters, Estate Planning, Life Events
Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out…
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