Posts Tagged ‘Financial Planning’
FINANCIAL 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…
Read MoreWhat a couple of kids at the CNE can teach the government about budgeting
In September everything is back in swing. Kids are back in school. Governments are back in session. Money will be spent on juice boxes and money will be spent on pipelines. Before the juice boxes get packed for school though, I had the pleasure of being at the CNE in Toronto with my son and…
Read MoreFINANCIAL FACELIFT: Great savers, not so great at investing
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…
Read MoreFINANCIAL FACELIFT: Home upgrade could saddle couple with too much debt to easily meet retirement dreams
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…
Read MoreFINANCIAL FACELIFT: Returning Canadians aim to manage competing goals of travel, saving, 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 identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: This couple making $258,000 a year are worried they are paying too much in investment fees as their retirement nears
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…
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