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Financial Planning, Retirement •

Are you afraid of spending in retirement?

“If I just had more money, life would be easier.” Sound familiar? Here’s the surprising part: Everyone says it. From our highest net worth client to our teenage kids, and everyone in between. Overcoming fears with financial planning If the fear of not having enough money is keeping you up at night, the first question…
Investing •

3 common misconceptions about investing and how to overcome them

Guest Blog: Alberta Securities Commission For many Canadians, investing can seem intimidating or out of reach. Misconceptions, often fueled by jargon, fear or misunderstanding can lead them to either avoid investing entirely, make risky decisions or worse, fall victim to investment scams. While investing is a continuous financial journey, understanding the basics and starting with…
Income, Retirement •

From saving to drawdown in retirement: Understanding RRIFs

Guest Post: Alberta Securities Commission Imagine this: you have diligently saved towards retirement for decades, consistently contributing to your Registered Retirement Savings Plan (RRSP) or Group RRSP plan through your employer during your working years. Now, with retirement on the horizon, a new question arises: how do you withdraw from your hard-earned savings and create…
Fraud •

Top 3 Scams Seniors should be mindful of in 2024

Guest Post: Alberta Securities CommissionJune 15 is World Elder Abuse Awareness Day, a time when the Alberta Securities Commission (ASC) is encouraging older Albertans and their friends and family to recognize the signs of elder financial abuse and fraud. Investment fraud continues to be the most prevalent form of fraud across Canada with seniors often…
Fraud •

Crypto: What’s the Risk and How to Protect Yourself

Despite the controversy surrounding cryptocurrency, its popularity is on the rise. A recent study by KPMG found that Canada's investment sector has actually been warming up to crypto in recent years. However, the potential for higher returns also comes with the risk of significant losses, not to mention it is an easy target for scammers.…

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Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

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