Archive for April 2025
When Can I Retire With the Lifestyle I Want?
When can I retire with the lifestyle I want? That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years. They want financial freedom. It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own. Creating…
Read MoreSupport Top Charities with Ed & Ann’s “Best Things First” Foundation
Have you ever wondered how much your donation really helps the poor? Or how much it really helps find cures? Which charities help the poor the most for each dollar donated? You can now donate to the most cost-effective charities in the world with Ed & Ann’s charitable foundation “Best Things First”. In my latest…
Read MoreCelebrating the Life of Ann Hetram
View the recording of Ann’s Celebration of Life with all the talks about her: I am heartbroken. My wife, life partner & business partner Ann Hetram passed away unexpectedly on Sunday, March 30. We will have a Celebration of Life in Ann’s honour to share stories on Thursday, April 17 at 3 PM, followed by…
Read MoreNational Post Article: Can Gerard and Penelope afford to leave the corporate grind before reaching 60?
The National Post asked me to review the retirement plans of Gerard and Penelope, a couple in their late 50s eager to leave the corporate grind behind. They hope to retire within the next two to four years with $90,000 per year before tax to support their lifestyle, which includes $4,700 in monthly expenses and…
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