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    Two weeks ago, I was at a seminar and had the opportunity to listen to a presentation by Mitch Anthony, author of “The New Retirementality: Planning Your Life and Living Your Dreams…at Any Age You Want”. For me, it was a great presentation as it aligned completely with my thoughts and ideas around retirement. 

    Published in Money

    After tax season, one of the things we recommend to our clients is to set aside time to review their tax returns and start thinking about opportunities to improve their tax situations in the months and years ahead.

    Published in Money

    Most of us are well-intentioned hard-working Canadians, we go to work or run our businesses with vim and vigour, we want to provide for our families and create a bright and prosperous future. 

    Published in Money

    Nobody wants to think about becoming disabled but it happens. Most people I have spoken to in my over 20 years working in the insurance industry were concerned about losing their job,

    Published in Money

    Recently I sat down to dinner with two of my clients and had an informal yet frank discussion about what kept them up at night.

    Published in Money

    The RRSP deadline is just around the corner and many Canadians are thinking about putting money into their RRSPs and this is a good thing, because like it or not, all of us will, at some point in the future, retire (as in stop working) and will need income that will hopefully last until we depart this earth.

    Published in Money

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