Retirement Guru

  • Don’t Believe Everything You Read On No-Commission Investment Trading
    When is it best NOT to believe what you read about No-Commission Investment Trading? When it sounds too good to be true. In the Press There has been a lot of press recently about  “Robinhood”, “Wealthsimple” and other no-commission trading platforms. Robinhood’s marketing message revolves around the lack of fees charged to buy and sell stocks […]
  • Top 5 Reasons People Don’t Speak to Money Professionals
    Top 5 Reasons People Don’t Speak to Money Professionals Why are we so tentative when it comes to meeting with a money professional? After meeting with potential clients, I often hear, “Well that was not what I expected!” or “That was painless…actually quite enjoyable!” If we were to take a look at the top 5 […]
  • Tax Free Paycheque? What?
    Are you an entrepreneur? Are you incorporated? Do you have an idea of where your pay cheque will come from in retirement? What if I told you, you could have a tax-free retirement pay cheque? Would you like to learn more? I can show you how to use a strategy that will do just that.  […]
  • Do you really need a drug plan in Ontario?
    I spend a lot of time educating entrepreneurs about drug and dental benefit programs and the #1 question I get asked is: “What happens if someone gets sick and they don’t have insurance?” What few entrepreneurs know is that every province in Canada provides drug coverage for those who don’t have an insured drug plan.  […]
  • Can you trust your money guy?
    There is no question we live in an age of information sharing.  I mean, anytime you go onto a social media platform or even google a topic, you can find multiple people sharing intimate information about cures for embarrassing illnesses, upsetting stories about weekend happenings and/or humiliating scenes that happened during their errands. But there […]
February 2023