Posts Tagged ‘Retirement & Pensions’
FINANCIAL 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…
Read MoreFINANCIAL FACELIFT: Newly divorced dad is setting his retirement goals high
Below you will find a real life case study of an individual who is looking for financial advice on when he can retire and how best to arrange his financial affairs. His name and details of his personal life have been changed to protect his identity. The Globe and Mail often seeks the advice of…
Read MoreFINANCIAL FACELIFT: Are these soon-to-be retirees ready to set sail?
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreFINANCIAL FACELIFT: Christopher, 70, wants to ‘ease into retirement’ – and avoid double taxation
Below you will find a real life case study of an individual who is looking for financial advice on when he can retire and how best to arrange his financial affairs. His name and details of his personal life have been changed to protect his identity. The Globe and Mail often seeks the advice of…
Read MoreThe question on every Toronto retiree’s mind: Do I sell my house now?
There are early indications that residential home prices in the Greater Toronto Area are starting to level off. Between changing mortgage rules, a new foreign buyers’ tax, and banks placing tougher standards on property valuation, there is definitely some downward pressure from many sides. This possible peak often gets my older clients to think harder…
Read MoreFINANCIAL FACELIFT: New worlds to explore for couple eyeing retirement
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
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