My clients often ask me why they would need a life insurance policy. Simply speaking, life insurance can help your loved ones deal with the financial impact of your death....
When investing, it’s important to look at the whole picture. You need to consider inflation in your overall returns and factor it into your investment decisions....
A financial plan is a key part of your financial journey. It can make the difference between a successful and an unsuccessful financial journey....
Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....
Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments....
In retirement, every dollar you save in tax is more money to support your lifestyle. We’ve got ways to save tax by strategically making Registered Retirement Income Fund (RRIF) withdrawals....
Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably....
Closing your eyes and envisioning where you’ll retire might seem like a flight of fancy. Find out why it’s actually a constructive retirement planning exercise....
When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma....
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