YOUR RETIREMENT PLAN: STAYING THE COURSE

Posted on October 10th, 2022 in E-Newletters, Investing, Retirement
During the past several months, a few clients have expressed concerns about world events and the potential impact on their…
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WHAT MAKES A GOOD FINANCIAL STRATEGY?

Posted on October 10th, 2022 in E-Newletters, Retirement
When you’re going on a journey, there are three essential questions to ensure you have a great trip. How will I…
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ADVICE TO A FUTURE WIDOW

Posted on September 12th, 2022 in E-Newletters, Estate Planning, Life Events
Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are…
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FINANCIAL SELF-CARE

Posted on September 12th, 2022 in E-Newletters
Self-care is a popular buzzword, and it’s an important one. It refers to the deliberate choice of thoughts and actions…
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READING THE ECONOMIC TEA LEAVES

Posted on August 12th, 2022 in E-Newletters, Investing
An important retirement planning skill is having the ability to “sniff out” the future direction of various factors, such as…
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DEALING WITH A FAMILY COTTAGE

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Tax
When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but…
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HOW’S YOUR GROUP LIFE INSURANCE ?

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Insurance
Owen is married and has two children. He has been working at the same company for over five years and…
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CYCLE OF MARKET EMOTIONS

Posted on August 8th, 2022 in E-Newletters, Investing
Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart…
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PORTFOLIO DIVERSIFICATION

Posted on July 11th, 2022 in E-Newletters, Investing
Looking back over the past few years, one thing is certain – we can never be absolutely sure what the…
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INCAPACITY PLANNING FOR AGING PARENTS

Posted on July 11th, 2022 in E-Newletters, Estate Planning
Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly…
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