Posts Tagged ‘Financial Planning’

Lorne Zeiler, Portfolio Manager and Wealth Advisor, was one of the experts interviewed on current strategies that can be used by investors to reduce overall taxes paid in retirement and to the estate. Lorne Zeiler focused on the benefits of gifting. Written by: Terry Cain Special to The Globe and Mail Published November 11, 2020…

Lorne Zeiler, Portfolio Manager and Wealth Advisor at TriDelta Financial, was one of the experts asked about strategies to maximize the benefit of RRSP accounts and how to reduce overall taxes based on the timing of withdrawals and use of Spousal accounts. Written by: Dale Jackson Special to The Globe and Mail Published February 7,…

Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…

I have been involved with the Financial Facelift articles since 2013 and in the financial planning industry since 2000. In my time working on the Financial Facelifts, I have been asked many questions about my calculations and recommendations; but bar none, questions about pension calculations have been the most frequent. With that in mind, there…

Below you will find a real life case study of an individual who is looking for financial advice on how best to arrange their financial affairs. Their name and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…