Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. Everything seemed secure—until Ted began experiencing cognitive impairment. For a year or so, …
Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. Everything seemed secure—until Ted began experiencing cognitive impairment. For a year or so, …
We’re excited to share some wonderful news — Jennifer has officially earned her Elder Planning Counselor (EPC) designation! This milestone reflects Jennifer’s commitment to learning and her passion for helping clients feel confident and supported …
In recent years, the F.I.R.E. movement—short for Financial Independence, Retire Early—has gained traction among Canadians looking to leave the workforce decades ahead of the traditional retirement age. While the dream of stepping away from work …
We all know the saying: nothing in life is certain except death and taxes. But there’s another truth we tend to forget—life is full of surprises, and not all of them are good ones. A …
Feeling weighed down by debt while trying to save for retirement? You’re not alone. Many Canadians are juggling mortgages, lines of credit, and family expenses while still hoping to retire comfortably. The numbers tell the …
If you’re a millennial, you’ve probably heard the usual money advice: save early, spend less, invest smart. But let’s face it—real life is busy, expensive, and unpredictable. Still, there are a few money habits that …