Recent Articles

Tick Tock: RRSP Season is Here!

I am continually amazed at the number of people, who have high incomes and savings, that fail to take full advantage of the preferential tax treatment of

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, and not even natural disasters. The number one

You have probably heard about the old 70 percent rule that suggests retirees will need the equivalent of about 70 percent of their current income level to

The penny finally dropped a couple of months ago during a client conversation about the risk of investing in the equity markets. The client was reluctant to

We’ve had a few weeks to make and break our New Year’s resolutions. Now is a good time to make some promises to give your finances an

The Magic Number!

The conversation with clients about retirement income planning is much different from those conversations that occur over the years while they are building retirement assets using vehicles