CPP AT 60? PROS AND CONS

Posted on October 10th, 2023 in E-Newletters, Life Events, Retirement
As individuals approach retirement, they must decide when to start receiving their Canada Pension Plan (CPP) payments. While the standard…
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HOW TO GET INCOME OUT OF YOUR RRSPS

Posted on September 11th, 2023 in E-Newletters, Retirement
Roger and Linda, like many Canadians, have saved for years for their retirement. They took advantage of RRSPs and now…
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INTEREST RATES AND YOUR FINANCIAL STRATEGY

Posted on September 11th, 2023 in E-Newletters, Lending
Working towards financial independence includes assumptions about how the world operates and how we navigate within that environment. These assumptions…
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WHO IS YOUR TRUSTED CONTACT PERSON?

Posted on September 11th, 2023 in E-Newletters, Estate Planning, Life Events
Monica was alarmed to hear from her mother’s financial advisor expressing concern over some unusual financial requests. She called her…
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RETIREMENT INCOME PLANNING: SIMPLIFIED

Posted on August 7th, 2023 in E-Newletters, Retirement
Retirement is a significant life event that requires careful planning and preparation. One of the most important aspects of retirement…
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FINANCIAL RESILIENCE

Posted on August 7th, 2023 in Budgeting, E-Newletters, Insurance, Life Events
You’ve likely heard the term “financial resilience”. You may even know it refers to a household’s ability to navigate and…
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TIPS AND TRAPS FOR HANDLING ESTATES

Posted on August 7th, 2023 in E-Newletters, Estate Planning
Here are some common TIPS Canadians should consider when assisting family members with handling their financial affairs while alive. And…
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ESTATE PLANNING SAVES YOU MONEY

Posted on July 10th, 2023 in E-Newletters, Estate Planning, Insurance
When it comes to your estate, it is important to consider giving some thought to how you want to distribute…
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LIFE INSURANCE SIMPLIFIED

Posted on July 10th, 2023 in E-Newletters, Estate Planning, Insurance
Life insurance, including mortgage or creditor insurance, is a key tool in your financial arsenal. This article will provide a…
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AVOID THESE FINANCIAL MISTAKES

Posted on July 10th, 2023 in Budgeting, E-Newletters, Estate Planning, Retirement
Managing personal finances effectively is crucial for long-term financial stability and security. However, many consumers often fall prey to common…
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