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 … Read more
The way I see it, Canadian’s are not taking full advantage of their entitlements to create a comfortable and secure retirement. How are you supposed to have your dream retirement if you don’t plan for it? I am a firm believer that you should have multiple streams of income throughout your lifetime, including retirement, as … Read more
Are you serious about building long-term wealth? You should probably meet with a certified financial planner. They can help you organize your overall financial picture as well as help you implement strategies that can help you achieve your goals. Following, are a few times when it would be in your best interest to meet with … Read more
What you didn’t know about retirement planning—Life insurance can be used as a strategy for retirement savings
If you are an entrepreneur looking to get the most out of your hard, earned money, then this will be an important article to read now. Risk management is the core of any corporation. Entrepreneurs NEED a plan put in place. One of the mistakes I see entrepreneurs make, is that they are too busy to … Read more
Like so many self-employed, contract workers and owners of small businesses, the wish I hear about most is getting access to group insurance benefits coverage, at an affordable price.
When I speak with individuals on the topic of RETIREMENT, I hear all sorts of concerning statements.