Financial Retirement Planning

Investment strategies and using full service Investment Advisors

Friday, December 1st, 2017 Posted in Investing | No Comments »

I recently had a conversation with my kids around what the MERs mutual funds charge and also what sales commission is charged when you buy or sell an equity (I ... Read more..

Retirement Investing Myths

Saturday, December 7th, 2013 Posted in Investing | No Comments »

There are studies and reports that the average person begins saving for retirement at the age of 32! In addition over 25% of consumers have not started saving for retirement ... Read more..

Discuss Finances with your Spouse

Thursday, April 7th, 2011 Posted in Financial Planning | 1 Comment »

My friends in the financial planning business routinely tell me about couples who do not share information with each other about their finances and how one spouse or the other ... Read more..

Ten Financial Steps

Sunday, January 9th, 2011 Posted in Financial Planning | 1 Comment »

No one wants to think about their death, however part of financial planning is to take this scenario into account so that your family is well protected and looked after ... Read more..

Ten Financial Rules to Follow

Sunday, March 14th, 2010 Posted in Investing | 1 Comment »

When you are in control of your finances, your income and your debt the feeling is truly empowering. Now is the time to get control. Interest rates, which have been ... Read more..

Consolidating Investments

Sunday, March 7th, 2010 Posted in Investing | 1 Comment »

I believe quite strongly in diversification to avoid jeopardizing your total investment and possibly loosing your entire portfolio.  There have been recent examples of people who have placed their nest ... Read more..

Tax Efficient RRSP Investing

Sunday, February 21st, 2010 Posted in Investing | No Comments »

With the March 1st Registered Retirement Savings Plan (RRSP) contribution deadline for Canadians now past, the 2013 RRSP season has come to a close and time has run out, now ... Read more..

Ten Percent Investment Plan

Sunday, February 7th, 2010 Posted in Investing | 1 Comment »

Many of us are like the ostrich with the head in the sand when danger is around when it comes to thinking about and planning for our retirement.  For the ... Read more..

Investment Diversification

Saturday, January 30th, 2010 Posted in Investing | 2 Comments »

Imagine the sinking feeling you get when you open your statement for your RRSP or your 401k. The market has tumbled and your investments have tumbled with it. What could ... Read more..


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