Recent Articles

08 2024 1b

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives …

08 2024 2

What is Insurance?

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and …

08 2024 3

The Safe Investing Dilemma

As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments. Along …

07 2024 1

Diversification is Key

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam and …

07 2024 2 1

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and …

07 2024 3

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses …

Asset Building Strategies

Asset Building Strategies

In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount …

06 2024 2 1

Needs vs. Wants

There are things you need to live a healthy life, like a place to live and food to eat. There are …

06 2024 3

Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and …