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 … Read more

“Bubble Wrap” Your Retirement: Ensure you Have the Retirement of your Dreams

Bubble Wrap Your Retirement

“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

6 Streams to Pull Retirement Income From

6 Streams to Pull Retirement Income From

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

Keep it in your Pocket

Keep it in your Pocket

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.