797 Guelph St. Kitchener ON N2H 5M5
Retirement Spending I my last blog, I explained in detail the steps I take with my clients to determine how to set them up withIncome for life. In my experience, by showing people how much money they have each to live off ofeach month provides a lot of peace of mind. To be clear though, […]
Retirement Spending: Retirement Resolution Step 2 Read More »
2022 is officially underway. We’re not even a week into it and resolutions are being broken everywhere you look. Thanks to our Provincial government and the Omicron variant, you can kiss that “get back in shape” resolution out the door, but what about that retirement plan. Here’s an idea: Let’s make 2022 the year you
Your Retirement Resolution – A 5 Part Series Read More »
Tax Free Savings Account limit 2022 Canada Revenue Agency announced it’s new Tax Free Savings Account (TFSA) contribution limit for the year 2022. The maximum amount has been set at $6,000, matching the amount set from 2019 to 2021. Unused TFSA contribution room can be carried forward and any amounts withdrawn in the current year
Tax Free Savings Account (TFSA) Read More »
What are Segregated Funds? I deal almost exclusively in Segregated Fund investments for my clients. I work with a number or top providers like SunLife and Manulife, but almost always in Segregate Funds. A lot of people don’t even know what they are. Well it’s time to put an end to that. Here goes: Segregated
10% a month guaranteed. Sounds too good to be true? In my 10 years in the investment and insurance industry, without fail someone approaches me almost every year to tell me about a new mortgage investment plan that they are either already part of or considering investing in. The idea is always the same. Put
Mortgage Investments Read More »
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
Ethical Investing – Investing is About More Than Just Profit – Impact Matters Too 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
Canadian Savings Accounts: The Big Banks are the Big Winners Read More »
