Webinar Recording - Is it Really Different This Time? 
Hosted by Emily Rae, Rob Taylor and Greg Giffin

Emily Rae and Rob Taylor hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment. 

Click here to watch the recording.

What to do when retirement approaches

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....

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Retirement and the “where” factor

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....

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Investing in the home stretch

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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When should you start CPP/QPP and OAS benefits?

Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources. Knowing when to start...

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Retirement plans changing? Evaluate and pivot

There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams....

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Can you retire earlier?

You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned....

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When should you open a RRIF?

It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term....

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What’s your retirement personality?

If you take a minute to think about any retired individuals or couples you know of, you’ll probably note a variety of different retirement lifestyles and personalities....

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Watch out for the windfall syndrome

When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision....

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Should a retirement plan include your home?

When your home represents a sizable portion of your net worth, you might wonder if downsizing would give you a more comfortable retirement. It’s a decision that not only involves financial planning, but practical and psychological factors as well....

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