Retirement & Estate Planning Made Easy
Retirement & Estate Planning Made Easy
Below is our 24 question quiz on Estate Planning. Please take the quiz in order to gain insights on your current financial situation.
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.
What We Do
Retirement Income Planning
When you are working full-time, managing your money is easy. Your paycheque came in twice a month from your employer.
Retirement Spending Planning
You’ve spent your entire working life saving for retirement and lots of people have helped you along the way.
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.”
Wealth Transfer Planning
When it comes to passing on money to loved ones, a number of factors come into play.
Final Expense Planning
Imagine for a moment, that it’s one of the worst days of your life. You’ve just lost someone who meant the world to you.
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.
"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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Retirement Spending: Retirement Resolution Step 2
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 »Read More
Your Retirement Resolution – A 5 Part Series
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 »Read More
Tax Free Savings Account (TFSA)
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 »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 …Read More
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 »Read More
Ethical Investing – Investing is About More Than Just Profit – Impact Matters Too
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 »Read More
Canadian Savings Accounts: The Big Banks are the Big Winners
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 »Read More