Posts Tagged ‘Retirement & Pensions’
FINANCIAL FACELIFT: Lucinda wonders how to organize investments after the coronavirus accelerated her decision to sell her house
Below you will find a real life case study of an individual 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, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: Should Wilfred and Wendy diversify their Canada-heavy stock portfolio as they inch closer to 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: Should millennial savers Sid and Kamala hit pause on their plans to buy a house?
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: Can this couple still retire in three years after their investments took a major hit?
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 MoreAre RRSPs really worth it? The answer may surprise you
More and more people say to me that they don’t contribute to RRSPs. They don’t think it makes sense. If they ask my opinion, my response always depends on the specifics of the person who is asking. For the purposes of this article, I will address a few different scenarios. For all of these examples,…
Read MoreStrategies to Make Your Money Last Longer in Retirement and to Reduce Taxes
Lorne Zeiler, Portfolio Manager and Wealth Advisor, was one of the experts interviewed on current strategies that can be used by investors to reduce overall taxes paid in retirement and to the estate. Lorne Zeiler focused on the benefits of gifting. Written by: Terry Cain Special to The Globe and Mail Published November 11, 2020…
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