Our Insights
Am I on Track: To Retire at age 60?
Am I on Track to Retire at 60: Milan Sengupta, 36, has been in Canada for just 5 years, but he’s already […]
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A Life More Ordinary
Sheila and Raj Devi were living large, complete with personal trainers, grocery delivery and upscale vacations. Now Sheila has lost her $300,000-a-year […]
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Am I on Track: To have $400,000 by age 50?
Am I on Track: Mark Wade, 32, wants to retire at age 50 with $400,000 in savings. MoneySense, Julie CazzinFebruary/March 2015 “He has […]
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The Sky-High Price of Peace of Mind
Sarah Tarraf moved her savings into segregated funds, an insurance product that protects a portion of the money against loss. But she […]
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A Windfall of Worry
Imagine an unexpected $670,000 inheritance out of the blue from a long lost uncle. It doesn’t just happen in the movies-it really […]
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Financial Facelift: House Rules
Dave and Donna are saving for a first home, but aim not to give up their newlywed lifestyle in the process. Globe […]
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Am I On Track…To Retire at Age 55?
Paula Lorimer and husband Pierre Sopel save $30,000 annually. They hope to retire at age 55 with a net annual income of […]
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Too Good To Be True
Out of the blue Phoebe Pike was offered a new job paying $157,000 a year. So she moved from Fredericton to expensive […]
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Portfolio Makeover
Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago. She’s now wondering […]
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Debt: How to Use it and Not Abuse It
Canadians are falling deeper into debt, with Equifax reporting Wednesday that they are carrying an average of $20,891 in non-mortgage loans. But […]
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A Modern Family Plan
Randy and Gabriel have three real estate properties, lots of debt and no financial plan. MoneySense, Julie CazzinNovember 2014 Even though Randy and […]
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Spending It All
Jade Jefferson’s cancer scare taught her that you only live once. MoneySense, Julie CazzinOctober 2014 “Earning a higher rate of return would give […]
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Canadian Tax Industry Snapshot
Marc Lamontagne was rated one of the Top Spokespeople in the Canadian tax advice industry during the early part of 2014. MediaMiser May […]
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Am I On Track?
Ales is a great saver but his investment strategy borders on speculative. MoneySense, Julie CazzinMay 2014 “Thanks to his great saving habits, Eisner […]
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Can We Use Our Home As a Main Source of Retirement Income?
Given that we don’t need to leave any inheritance to the next generation, our initial plan is to use our home as […]
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Digital Financial Advisors Make Headway
It’s a smarter, more comprehensive robo competitor than Canadian advisors have seen, but that could soon change. Wealth Professional, Sophie NichollsApril 2014 Ontario […]
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Lotto Luck In The Capital
Winning $48 million ticket sold in Ottawa CTV News Ottawa March 2014 It’s the story that has everyone talking: who has the winning […]
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Making The Move to a Fee Model
As a global trend toward fee-based compensation models gathers steam, there is a strong case for Canadian advisors to make the shift. […]
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