
Why Time Matters
It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a…
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The Safe Investing Dilemma
As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments.…
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What is 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
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
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
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
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
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?
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
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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