YOU’VE RETIRED. NOW WHAT?

Posted on June 10th, 2024 in E-Newletters, Estate Planning, Life Events, Retirement
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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ROLE REVERSAL – THE NEW REALITY

Posted on May 13th, 2024 in E-Newletters, Estate Planning, Life Events
Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out…
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BEWARE OF THESE SCAMS AIMED AT SENIORS

Posted on May 13th, 2024 in E-Newletters, Life Events
According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are get…
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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,…
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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…
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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,…
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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…
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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…
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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…
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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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