WHAT’S YOUR RETIREMENT PLANNING MINDSET?

Posted on April 8th, 2024 in E-Newletters, Life Events, Retirement
Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably,…
Read More

PERSONAL FINANCE & JOB TRANSFERS

Posted on February 12th, 2024 in E-Newletters, Life Events
These days, having a career presents many more new rewards and challenges than it ever used to. What we used…
Read More

MAXIMIZING YOUR RETIREMENT

Posted on February 12th, 2024 in E-Newletters, Life Events, Retirement
Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…
Read More

THESE RAINY DAYS AREN’T ABOUT THE WEATHER

Posted on December 9th, 2023 in Budgeting, E-Newletters, Life Events
The last year or so has been a very rude awakening for many. Too many people today are so busy…
Read More

AVOID THE BOOMER-WIDOW FINANCIAL SYNDROME

Posted on December 9th, 2023 in E-Newletters, Estate Planning, Life Events
It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness…
Read More

WHAT IF I CAN’T LOOK AFTER MY AFFAIRS?

Posted on November 13th, 2023 in E-Newletters, Estate Planning, Life Events
Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank…
Read More

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…
Read More

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…
Read More

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…
Read More

DIVORCE AND YOUR FINANCES

Posted on June 12th, 2023 in E-Newletters, Insurance, Life Events
Canadian government statistics continually show that roughly half of all marriages end in divorce. If a couple is contemplating moving…
Read More