Archive for July 2018
Thrilled by a full page “Writer Spotlight” in Canadian MoneySaver magazine!
I am thrilled to have a full page “Writer Spotlight” about me in Canadian MoneySaver magazine! I prefer reading paper newspapers, magazines and books to online reading, which is part of why I find it so cool to have a print magazine with a full page about me. Clients sometimes tell me they have a…
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Financial Planning Professional As one of Canada’s Top Financial Planning Teams, our “One plan – One planner” and “Full Service” philosophy means we look after all aspects of our clients’ finances. The core mandate of our Practice is detailed financial planning (not sales) and very rewarding in making a big difference in our clients’ lives.…
Read MoreIs Typical Retirement Advice Good Advice? – Testing Retirement Rules of Thumb (As seen in Canadian MoneySaver)
You want to retire soon. How should you setup your retirement income? You talk with some friends, read about it on the internet, and talk with a financial advisor. Are you actually getting good advice? When it comes to retirement income, most financial advisors rely on a few rules of thumb handed down from one…
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