Blog Posts

You’ve worked hard to save for retirement – prioritizing your goals along the way. We know how exciting retirement can be after years of hard work. So have you considered how you’re going to spend your “me time”? How long you’ll live is an important factor that impacts how long your money needs to last. Canadians are living longer than before, which means you’ll likely need more to support your retirement dreams.

All homeowners dream of burning their mortgage papers after making that final payment.  Smart planning and good decisions will help make that day arrive sooner than you’d think.

Investing is a smart way to build your wealth. We can help you find your way around the world of investments and make sure your choices are well informed.

For her outstanding involvement within her community, Nahanni was awarded our Community Builder Award at our 2019 Freedom 55 Financial Summit.

The Canada Pension Plan (CPP) is an important part of any retirement plan. But most people I talk to tell me they have no idea if they’ve qualified or how much they’ll get. They’re not counting on it being available when they retire, so they’ve never looked at it.

This episode takes a candid look at Money and the Older Adult and offers tips on how to save and prepare for retirement.

This may seem like an odd question, but sometimes older adults are laid off and need to weigh their options – look for work or retire.

If you’ve turned 71 this year, and you have RRSPs, happy birthday and it’s time to RRIF!

As we get older, our financial needs change. Much of our income becomes ‘fixed’ – from government sources, pension plans and RRIFs. With some planning, you can have a separate fund for bigger one-time expenses such as vacations, roof repairs or health emergencies.

Do you want to give money to your grandchildren while you’re still alive? There are many ways you can give money while bypassing your will.