Posts Tagged ‘Financial Planning’
FINANCIAL FACELIFT: To buy or rent a condo? Montreal couple search best route for saving towards retirement
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 identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreThese are the eight sources of retirement income you need to know about
In RRSP season there is a lot of focus on your RRSP — surprise, surprise. As most of you know, the RRSP will ultimately turn into a RRIF and be a key source of your income in retirement. What many people don’t always think about is other potential sources of retirement income. In our work…
Read MoreFINANCIAL FACELIFT: With ambitious retirement goals, will this couple have enough to meet their lifestyle needs?
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 identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreReal Estate – Is now the right time to downsize?
By: Vivien Sharon It was my pleasure to host an exclusive event at Sotheby’s International Realty Canada in Toronto recently. The subject was: THE BIG QUESTION: IS NOW THE RIGHT TIME TO DOWNSIZE? Special guests included Ted Rechtshaffen, who discussed income & tax planning for Boomers and Ismail Barmania, a lawyer specializing in estate planning…
Read MoreFINANCIAL FACELIFT: This couple started saving too late for retirement and now face some tough choices
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 identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: Can an uncertain investment help this 60-year-old retire early?
Below you will find a real life case study of a woman who is looking for financial advice on how best to arrange her financial affairs. Her name and details have been changed to protect her identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
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