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
“Bubble Wrap” Your Retirement: Ensure you Have the Retirement of Your Dreams You are working hard. You are going through all of life’s stages, one step at a time. Now you are at a place in your life where you need to start thinking about retirement. I mean, you’ve done all the things you are … 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
When it comes to your finances it is best to have a team of professionals, each with differentknowledge and skill sets, giving you advice. Your team should not solely include an accountant,but also a lawyer, financial planner, portfolio manager, and more. Each of these professionalsbrings a different opinion to the table and occasionally one may … Read more
Over the last number of years, the prevailing narrative in the investment media has been centered around low fee investment products. The wisdom is, why pay a 2% management fee for a mutual fund when you can get an ETF for 0.5% fee or less. In a perfect world this makes perfect sense. If a … 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
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.