How can Unconventional Wisdom & a real Financial Plan change your life? Video from “4 Pillars of Entrepreneurship Summit”

by | Mar 22, 2020 | Borrowing to Invest Wisdom, Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Smith Manoeuvre Wisdom, Tax Strategies, TFSA or RRSP?, Videos | 1 comment

Excellent video that summarizes our practice. It’s worth your time to understand: The profound change in your life a Financial Plan can give you. How Unconventional Wisdom creates very different and far more effective advice for you. I was recently interviewed...
Why aggressive stock investors should take CPP early (MoneySense by Jonathan Chevreau)

Why aggressive stock investors should take CPP early (MoneySense by Jonathan Chevreau)

by | Jan 27, 2019 | Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Tax Strategies | 0 comments

Very interesting article on MoneySense by Jonathan Chevreau. Every article I have ever read (other than this one and mine) about whether to start CPP at 60, 65 or 70 misses one of the 2 main factors – how you invest. If you take CPP early, you can take less from...

The 6 Best Strategies to Minimize Tax on Your Retirement Income (Video of MoneyShow talk)

by | Oct 8, 2018 | Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Tax Strategies, TFSA or RRSP?, Videos | 4 comments

I am pleased to announce that the MoneyShow has posted the video of my talk. Many people have asked me where they can see it again. These are not just tax tips. These are the 6 big strategies to save you thousands in tax throughout your retirement. This talk was based...

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