Posts Tagged ‘Retirement & Pensions’
FINANCIAL FACELIFT: How should Edmundo, 68, chart a new financial path after losing his spouse?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreSix Financial New Year’s Resolutions for 2026 – Matt Ardrey
As I sit here at the beginning of 2026, I would like to take a moment to reflect on 2025. We had increased US protectionism through tariffs, labour market concerns with the advancement of AI, changing interest rates and another strong year of stock market returns. With all of these macro themes out of…
Read MoreFINANCIAL FACELIFT: How should Vince and Mindy wind down their $500,000 corporate account in retirement?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreToronto Star Article: Who gets the cottage? Steps you need to take to keep your little piece of heaven in the family
With summer slowly winding down and another great year of memories behind you, have you thought about how you are going to keep the cottage in the family? Or perhaps it is time to sell the cottage? My thoughts on these questions and more in this recent article I was quoted in the Toronto Star. …
Read MoreFINANCIAL FACELIFT: How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: Can this retiree avoid higher taxes after making a big city move?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
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