Financial Library

Living Longer & Retiring Faster

May 12 2015

Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring earlier creates a serious cash crunch because that greatly expands your time in retirement. A financial advisor can help you develop a plan to solve this critical problem.

retirement planning

Is Probate Right for Your Estate ?

May 12 2015

Estate planning can be an overwhelming process. Whether it is your own estate or you are the executor for someone else, the checklist can seem never-ending. A financial advisor can help make sure your checklist is complete before you start checking the boxes.

estate planning

Naming Beneficiaries for Your RSPs

Apr 13 2015

Most people list tax elimination or minimization as a top priority in their estate plans. For most, Registered Savings Plans (RSPs), which includes RRSPs and RRIFs, are one of their most significant assets. Most RSP accounts hold investment funds or securities that are very liquid, often accessible within a few days.

retirement

Thinking Like the Rich

Apr 13 2015

There are some things that the rich do and the way they think that makes them different from you and me. These habits contribute to their ability to build and maintain long-lasting wealth and financial independence across several generations.

wealth management

The Either / Or Financial Decision

Apr 13 2015

When it comes to making financial decisions most people focus on either\or scenarios; that is making a tactical decision that may or may not reflect a larger financial strategy or wealth accumulation context.

financial strategies

QE Continues

Mar 10 2015

Quantitative Easing, otherwise referred to in the media as 'QE', refers to governments printing money out of thin air in order to stimulate economic growth. The US ended their program of QE in late 2014. The impression this left with many people was that the need for economic stimulus ended.

investment planning