Posted on: September 11, 2023
Monica was alarmed to hear from her mother's financial advisor expressing concern over some unusual financial requests. She called her mom, who seemed fine, but Monica couldn't get the conversation with the financial advisor out of her head. She travelled to see her mom in person and was dismayed...
Posted on: September 11, 2023
Working towards financial independence includes assumptions about how the world operates and how we navigate within that environment. These assumptions work best when the world remains the same allowing you to make reasonable future projections.
Challenges come when changes occur in the operating...
Posted on: September 11, 2023
Roger and Linda, like many Canadians, have saved for years for their retirement. They took advantage of RRSPs and now have a substantial amount of savings. As Roger will turn age 71 this year, they need to decide on the best strategy for using their RRSPs for their retirement income needs.
Until...
