latest articles

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is critical to ensuring that retirees do not outlive their money. For those already retired, there are usually few good options for creating new income sources later in life.

Getting retirement spending projections correct is both an art and a science. To deal effectively in planning for future retirement needs, a financial professional can help determine the best course of action.

What an eventful spring it has been so far!

At the beginning of the season, Diego joined the "Downsizing Your Way" panel hosted by Amica Senior Lifestyles at the Aurora Armoury. He shared valuable insights on the various financial aspects of downsizing and the benefits of estate planning tools such as segregated funds.

In April, Jennifer was honored with the prestigious Inspire Award at the 2023 Women of Inspiration™ Awards, organized by the Universal Women's Network. Following this, we participated in the 5k Walk for The ABLE Network.