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Posts Tagged ‘Retirement & Pensions’

FINANCIAL FACELIFT: What age should Kate, 56, start taking her CPP and OAS benefits?

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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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FINANCIAL FACELIFT: Can Evelyn, 62, and Ezra, 70, afford to both travel and financially assist their son?

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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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FINANCIAL FACELIFT: Ed and Patti, both 58, have defined benefit pensions. But without a handle on what they spend, can they afford to retire early?

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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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FINANCIAL FACELIFT: Can Duncan and Lorna afford to retire early and leave their children a big nest egg?

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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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FINANCIAL FACELIFT: Can Russ, 55, and Vicky, 47, retire early and live comfortably without exhausting their life savings

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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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FINANCIAL FACELIFT: Bob, 62, was laid off last year. Can he and Roberta afford to retire with the income they want?

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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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