E-Newletters

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam…

There are things you need to live a healthy life, like a place to live and food to eat. There…

Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for…

In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will…

Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was…

Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out…

According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are get…

The purpose of this series is to educate consumers on some simple principles that will take the mystery out of…

A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did…

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably,…