Inspired Retirement – Maximizing retirement satisfaction
Retirement has the potential to be the happiest phase of one’s life. Learn how retirees can uncover their unique paths to a gratifying and purposeful retirement.
How do reverse mortgages work?
A reverse mortgage can offer an opportunity to unlock home equity and provide much-needed cash flow. Today we discuss the best candidates and strategies for using them.
Cybersecurity: Education, Prevention, and Response Strategies
With so much of our lives online, are you aware of the risks you face? From phishing scams to ransomware and identity theft, the responsibility ends up on us as individuals to ensure we protect ourselves from cyberattacks as far as possible.
An Investor’s Guide to Expected Returns
Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.
Debunking 8 common tax myths and misunderstandings
Countering bad advice, especially during tax season, is crucial. So we reached out to expert and tax specialist Réginald Pierre-Louis to bust several tax myths and give you the facts to help ensure that you file accurate returns. His expertise can help ensure that you receive money the government owes you and avoid penalties for underreporting.
2022 Tax Tips – With Life Long Expert
Every year more complexity is added to the Canadian tax system, making it difficult for taxpayers to keep up to date. Understanding how to properly file your tax return and take advantage of deductions and credits can put more money back in your pocket.
Building Confidence Through Annual Review Meetings
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.
Should you Die with Zero?
You’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment – in today’s podcast we discuss Bill Perkins’ book around this concept.
Are rising interest rates a curse or a blessing?
2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.
Important RRIF Options to Consider for Retirement Planning
Today we discuss critical factors to think about to optimize your RRIF strategy and the significant impact that strategic planning can have on your estate value.
The 4 Criteria to Evaluate Financial Advice
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Money & Couples – Why You Must Get This Right!
Managing your finances as couples is hard. How do you get on the same page to work together towards a shared vision and budget for your future?