Retirement & Estate Planning
The 5 Fundamentals of Retirement & Estate Planning
A lot people think Estate Planning is only something rich people do. But really, Estate planning is just a fancy way of saying “what happens to your money and your property when you die.”
Group Benefits/Health Spending Accounts
I have a large number of clients that are business owners. As a service to them and as a business owner myself, I started offering Group Benefits to them as well.
Are Your Financial Affairs in Order?
When you're getting ready to retire, or you're planning your estate, there are a number of facets & small details that can make a huge difference. Do you think you've got your affairs in order? Complete this brief quiz and let's find out.
"Mac is a very honest, friendly and approachable financial advisor. He
always has invested our money like it was his own."
Mary Lou and Pat Jordan
"Quite simply, Mac is a great guy all around. He is passionate about finance, & because of that he always knows the latest of what's happening, & when he doesn't have the answer to something, he finds out and gets back as soon as possible. Great service all around."
"Mac is knowledgeable, personable with our best interests at heart. He monitors our portfolio and regularly makes recommendations that align with our investment goals. He has been the best financial adviser we have had over the years.”
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The way we’ve done things for the past 50 years just isn’t good enough any more. That was the sentiment described in an article published this weekend in the Waterloo Region Record. The prevailing market ethos of profit at any cost is falling quickly by the wayside. Canadian Investors are looking for more from there …Read More
While looking through life’s rear-view mirror, it seems quite evident to most people that the COVID-19 Pandemic has produced financial winners and losers, which have had an impact on Canadian savings accounts. There have been countless news stories about the struggles faced by small business owners in the restaurant industry as well personal fitness and …Read More
You said you’d do it when you got a “Round Tuit”. Well, here’s Your Round Tuit! Let me guess. For years, the recurring thought pops up from time to time, that your affairs are not in order. The will isn’t finished, or maybe it needs to be rewritten, thoughts of final arrangements for a funeral …Read More
If you’re like my family (and most Ontarians for that matter) then once or twice a year you probably end up across the border in the US. Be it for business, a vacation, sports tournament, etc. Regardless of the reason for the visit, at some point, some shopping occurs. My wife loves Target in particular. …Read More