Category Archives: Retirement

  • Be resolute

    January,23,2020

    Happy New Year everyone.  I hope you all have a great year! Have you made any resolutions for 2020?  Have you set any goals?  Have you completed your goals in the past or are does your motivation decline as the…Continue Reading

  • Some of the ways OAS can affect your retirement income

    November,21,2019

    Figuring out your income when you retire can be difficult.  There are tons of books and articles that seem to offer easy to follow recipes about how to manage the multiple sources of your income in retirement.  There is, however,…Continue Reading

  • Surviving an illness doesn’t have to make your family finances sick

    May,29,2019

    Last time I talked about the importance of life insurance and how it can help your family if a life ending tragedy were to occur.  This time around I would like to discuss another under appreciated insurance product that can…Continue Reading

  • Evolving retirement

    March,14,2019

    There is no question that our concept of retirement is changing.  There are different expectations between generations and genders.  Even spouses may have different expectations.  Have a look at this article by Peter Wouters for some interesting statistics. Do you…Continue Reading

  • Why have an RRSP?

    February,1,2019

    Since we are in the middle of RRSP season, I thought I would list some of the great reasons to open a Registered Retirement Savings Plan (RRSP) to save for your retirement. Here are the top 6 reasons to open…Continue Reading

  • Fundamentals simplify investing

    December,20,2018

    Saving and investing can seem complicated and this often leads to a paralysis of action.  There is so much information, it can be hard to determine what is right for you.  Faced with too much to process, it is easier…Continue Reading

  • Give yourself an invoice

    November,21,2018

    Planning for your retirement can seem like an overwhelming task.  It is so far away and the amount of money needed to save appears like an insurmountable sum.  It is so much easier to focus on the here and now. …Continue Reading

  • How to proactively stop stress from influencing your financial decisions

    June,27,2018

    The past few months I have written about the link between stress, health, and finances. I would like to continue the discussion by focusing on how stress can impact your financial decisions and discuss some strategies to help mitigate the…Continue Reading

  • Simple savings strategies

    December,20,2017

    Last month I talked about the importance of managing your cash flow and how it forms the basis of a solid financial foundation – and reduce stress.  This month, I want to talk about a few simple savings strategies to…Continue Reading

  • The Value of True Advice

    April,5,2017

    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