Posts Tagged ‘Financial Planning’
Financial Health Opens the Door to Healthy Aging
Boomers are a generation of rule breakers, but there’s one front where Canadian Boomers toe the line: financial health. Yes, Boomers have a well-earned reputation for consumer spending, but Canadians are by nature a little cautious: We’re not thought of as big risk takers and high fliers. This prudent approach to life, combined with an…
Read MoreFINANCIAL FACELIFT: Big move from Alberta to Ontario puts sharp focus on middle-aged couple’s portfolio mix
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 MoreIPP – Why so many dentists have set this up to save taxes in 2018 and beyond
As a dentist you know that from time to time you may be presented with a challenging case of a difficult extraction. As a Wealth Advisor and Financial Planner, I can tell you we are also often presented with a case of a potentially difficult extraction but instead of it being a molar, our challenge…
Read MoreThe importance of a Will
A Will is something that most of us should have unless our net worth is limited and we’re happy with the way the government mandates distribution between spouses, children and grandchildren (detailed below). Any special inheritance wish will however need to be properly spelled out in a legal document, which takes effect when you die. …
Read MoreRenting as a senior might make more financial sense than downsizing and buying
Many seniors are presented with the option of downsizing their home once they reach retirement. Ted Rechtshaffen, President and Wealth Advisor of TriDelta Financial says this may make sense for some seniors, but so might renting. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO tedr@tridelta.ca (416) 733-3292 x…
Read MoreFINANCIAL FACELIFT: How one woman is trying to make the most of her investments to meet her travel goals
Below you will find a real life case study of an individual who is looking for financial advice on how best to arrange her financial affairs. Her name and details of her personal life have been changed to protect her identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew…
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