Archive for November 2023
How To Live Off Your Investments and How Much Do You Need? BuildWealthCanada Podcast featuring Ed Rempel
How much do you need to be financially independent? That is just one of the many questions posed by Kornel Szrejber of Build Wealth Canada. He recently interviewed me for his podcast, where I go into depth about financial planning practices I use with my clients, as well as complex tax questions. You can watch…
Read MoreFinancial Post Article: Woman well short of magic $1-million retirement fund, but it might not matter
The Financial Post asked me to review the finances of a woman who wants to retire in seven years, at the age of 65. Unfortunately her current investments won’t get her to the magic number of $1 million that she believes is necessary to leave work. With the lifestyle she imagines at retirement and the…
Read MoreInvest a Lump Sum or Bit-by-Bit. Which Is Smarter?
Invest a Lump Sum or Bit-by-Bit. Which Is Smarter? You have a lump sum of cash and you’re trying to figure out how to invest it. The stock market seems pretty turbulent at the moment, so you may be wondering if you should invest your lump sum all at once or bit-by-bit. Maybe you got…
Read MoreBeware of Nice Advisors
I’ve talked with thousands of Canadians that will not have the life they want because their advisor gave them bad advice. Why do they stick with their advisor? I’ve heard it over and over again. They say: “because he’s a nice guy”. The advice here is, you need a competent advisor & real advice, not…
Read MoreNew Article: Feature in Elite Biographies
I am flattered that Elite Biographies took time to write about me. Here is an excerpt: “As a certified financial planner I have always wanted to help my clients find financial freedom. With over 26 years of experience as a financial planner (CFP® Professional) and 36 years as an accountant (CPA, CMA), I steadfastly disapprove…
Read MoreOptimism is the Only Realism
Optimism is the Only Realism. That’s my belief, and you’ll learn why in my latest YouTube video and podcast episode. I feel compelled to talk about optimism for 2 reasons: 1/ Optimism is absolutely necessary for financial success – effective investing and financial planning. You need to feel you will be better off in the…
Read MoreMoney123 Article: Saving Tax on Severance or Retention Bonus
Want to save tax on your severance or a retention bonus? Here’s how! As a financial planner for Global News’ Money123 online email newsletter, I answer reader questions about investing, managing your finances, and planning for your future. In the latest email that went out to subscribers, I answered a question about someone who was…
Read MoreWe’re Hiring! Join Ed Rempel’s Team as a Financial Planning Professional
Apply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com Click here to apply Would you like to join Ed Rempel’s team? Be mentored by Ed & his team to become one of the top fee-for-service financial planners in Canada? As one of Canada’s Top Financial Planning Teams, our “One plan – One planner” and…
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