Blog Posts

This is almost always the first question clients ask about retiring. The good news: it’s relatively easy to figure out if you’ll have enough.

Good, long-term financial security planning should be boring.

It’s no wonder that summer vacations lead to questions about retirement. You’re relaxed and having fun, sleeping in or getting lots done. Taking a break from work and your usual routine may spark some questions about whether you really have to go back to work. Having an honest look at your expectations in retirement is an important part of this process. </p>

Looking to cut back a little? Want to experiment with living with less? Try taking a money-free weekend! With a little planning, you can find lots of great activities to do, that don’t cost a cent.

A critical illness can strike any one of us, at any time and with no warning. You likely know someone who has had cancer, a heart attack or stroke, and who has lived through it. The emotional wear and tear can be intense, as can the financial stress. Critical illness insurance, which pays a tax free living benefit to survivors of insured critical illnesses, can help mitigate the financial impact.

In September 2016, I was interviewed for "The Show' on Shaw TV. Please watch, as we discuss estate and end of life planning.

Spring has sprung! Your hard work setting up your garden last year is starting to show in the buds around your yard. If you’re a gardener, you know that a great garden sometimes needs lots of attention and other times you just need to let it grow.

No doubt you’re hearing lots about RRSPs at this time of year, but a Registered Retirement Savings Plan (RRSP) isn’t the only tool available to help you in your retirement (or it shouldn’t be the only one). Have you considered a Tax Free Savings Account (TFSA)?

Matthew Hoffman, from "The Show' on Shaw TV, interviewed me in June 2016. Please watch, as we discuss charitable giving.