Retirement

For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives.…

It’s challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for…

From listening to the media and online commentators, we have identified two key observations that can impact your efforts to…

With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest in them. There is no clear-cut answer, and you'll need to weigh your personal circumstances to see how annuities can fit into your retirement plans. One reason that you will find different reactions to the idea of an annuity is they come in several shapes and sizes, and offer different guarantees. You will probably need expert assistance in figuring out what works best for you. There are two main types of annuity: an immediate annuity and a deferred annuity, and you would buy them for different reasons.

During the past several months, a few clients have expressed concerns about world events and the potential impact on their…

When you’re going on a journey, there are three essential questions to ensure you have a great trip. How will I…

Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he…

The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means…

How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your…

If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians…