latest articles

Jun
11
2018

Avoid Financial Failure: Set Goals

Recent studies have shown that as many as 60% of Canadians will not have saved enough money in order to adequately provide for their retirement.1 The problem for most people is not that they plan to fail, they simply failed to plan, adequately. And, while many may have been conscientiously saving towards retirement, somewhere along the line they lost sight of their target. Either the target never existed or it was never very clear in their sights. Without a target, they can't possibly know where or how high to aim.

Tags: 
financial strategies
May
07
2018

Are You Wearing Your Wealth?

We are being misled - seriously misled. No matter where you look, we are expected to believe that by buying lots of expensive, luxurious items, it signifies that we are wealthy. Nothing could be further from the truth. It's really just cash flow.

Television and movies portray people that seem to have an endless supply of money. Some shows, in fact, are nothing more than an endless commercial glorifying consumption. A crime scene cop looks at his watch, a $6,000 designer label piece, and we are expected to believe he can afford it on his salary?

Tags: 
wealth management
May
07
2018

Estimating Retirement Expenses

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is critical to ensuring that retirees do not outlive their money. For those already retired, there are usually few good options for creating new income sources later in life.

Getting retirement spending projections correct is both an art and a science. To deal effectively in planning for future retirement needs, a financial professional can help determine the best course of action.

Tags: 
retirement planning
Apr
09
2018

A Special Gift of Love

As a parent or grandparent, there is a lot of thought put into gifts for our children and grandchildren.

Things like clothing, toys or even cash are temporal and lose their meaning over time.

What about the gift that lasts forever? The gift of insurability? The gift of protection? The gift of a head start in life?

This is a perfect gift and will always be there for your child or grandchild even when you won’t be.

What is a meaningful gift that exponentially grows in value over the years?

Tags: 
life insurance
Apr
09
2018

Hype, Hope and Glory

Advisors offer clients many value-added services, in addition to investment planning, insurance and risk management planning and general financial and Estate Planning advice. This often leads to a discussion by clients of what is hot in the market and what is actively being discussed in the media and whether the client should participate in the “action” or not. There are many times when these hot investment themes turn into financial duds over the longer periods of time. But sometimes clients get involved in something where they defy the odds and score a large investment return.

Tags: 
wealth
investing
investments

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