Recent Articles

The Evolution of Advice

To get the best out of your current financial advisor, you need to better appreciate what kind of advice …

Besides ‘death’ and ‘taxes’, the other certainty in life is that life is full of unexpected events. So why …

Statistics Canada recently reported the ratio of household credit market debt to disposable income reached the highest level since …

Tick Tock: RRSP Season is Here!

I am continually amazed at the number of people, who have high incomes and savings, that fail to take …

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, …

You have probably heard about the old 70 percent rule that suggests retirees will need the equivalent of about …

The penny finally dropped a couple of months ago during a client conversation about the risk of investing in …

We’ve had a few weeks to make and break our New Year’s resolutions. Now is a good time to …

The Magic Number!

The conversation with clients about retirement income planning is much different from those conversations that occur over the years …