Category Archives: Education

After moving our offices and taking some time off, I am back with another article that I hope you will find informative and helpful. In April, I wrote about the value of true advice, and if I may, I would…Continue Reading

On June 8, we presented a seminar about many of the unique challenges that women face when it comes to their finances called OWN Your Future.   It was a great evening with some great discussions. We talked about having your…Continue Reading

Lifetime Financial Services is proud to partner with Franklin Templeton Investments to provide an educational seminar that discusses many of the unique issues that many women face when it comes to personal and family financial issues. The invitation below provides…Continue Reading

There has been some press lately centred on whether financial advisors provide true advice or are just sales people.  The truth is that some advisors are just sales people and don’t really provide true advice.  I recently received a phone…Continue Reading

This time of year, many people turn their thoughts toward saving for their retirements.  Putting some extra money into an RRSP feels good and can make the tax season a little more bearable.  RRSPs are great, but they do have…Continue Reading

“If we don’t make our own future, it will be made for us.” ― Mike Klepper January is typically the time of year that people make resolutions and attempt to change their lives.  And why not?  A new year is…Continue Reading

When we give seminars on retirement planning, there are usually quite a few attendees who are surprised to realize that there is a real possibility that they may be retired for nearly as long as they plan to work. For…Continue Reading

I had some great questions about gifting and joint accounts at an Estate Planning seminar I held earlier this week. This article address some of the concerns surrounding giving gifts. If you need any more information, please feel free to…Continue Reading

With the recent volatility of the markets, it is important to remember that, historically, the markets go up more than they go down, as illustrated by the graph “Up vs Down Markets” from Fidelity Investments. It is also important to…Continue Reading