‘Twas the week before Christmas, when all through the internet Not a creature was scheming except a scammer you’d never met. According to Mary O’Sullivan-Andersen, President and CEO of the Better Business Bureau, Canadians are expected to spend $15 billion this holiday season and much of that shopping will take place online where they are…
We’ve been in the wealth management business for a long time. We’ve helped hundreds of clients from different backgrounds, careers, and family situations achieve the retirement lifestyle they have worked and saved for. We’ve worked with people who inherited their wealth from the previous generation and who plan to pass it down to the next…
Guest blog by the Alberta Securities Commission’s CheckFirst.ca. Diversification is a cornerstone of a sound investment strategy. At its simplest, the concept is often likened to the adage “Don’t put all your eggs in one basket”. Investing in different types of assets (like stocks, bonds, real estate, different industries, and geographic regions) helps to reduce…
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…
ARE YOU TRULY PREPARED FOR RETIREMENT?
Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:
- Do I have enough saved to retire comfortably and sustain my lifestyle?
- How will rising inflation and unpredictable markets affect my income?
- What’s the plan if my health deteriorates or my care needs change?
- Will I be able to pass on my wealth to my family without unnecessary tax burdens?
- Am I prepared for the unexpected, like market crashes or medical emergencies?
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