1 minCanada's Blue-Collar Enterprises are Under-ServedI am proud to featured in this month's edition of the Insurance Journal to discuss the importance of providing professional financial and...
4 minThe Three Stages of Retirement: The Passive Stage (Part 4)When I am working with new clients, one of the first questions I asked them is to envision their lives, 5, 10 and 20+ years down the road...
4 minThe Three Stages of Retirement: The Semi-Active Stage (Part 3)You have enjoyed the first stage of your retirement by fulfilling all your vacation goals and trying all the hobbies and activities you...
3 minThe Three Stages of Retirement: The Active Stage (Part 2)This is the moment many of us have been waiting for our entire working career – the day we retire! You have successfully run a business...
3 minThe Three Stages of Retirement – An Introduction (Part 1)Aging is a natural part of life. Each of us will go through different stages at different times, but it’s important to be prepared for...
3 minYour Retirement Plan – Is It Time to Sell the Family Farm? (Part 4)For many workers, their job is not their whole life. But as a farmer, your work is your identity. As someone who is constantly managing...
3 minYour Non-Liquid Assets – Is it Time to Sell the Family Farm? (Part 3)It’s important to understand the difference between income and wealth. Income is the flow of money you receive through business and...
4 minSelling your Business to a Third Party - Is it Time to Sell the Family Farm? (Part 2)As we reviewed in part one of this series, the first option when planning the future of your farm when you retire is to transfer or pass...
4 minPassing Down your Business – Is it Time to Sell the Family Farm? (Part 1)We all know that farming is unique compared to all other careers. One of humankind's oldest and hardest-working professions is more than...
3 minAre You Financially Ready For Retirement?The day is drawing closer. After years of planning and investing in your future, your retirement date is just around the corner. However,...
2 minTop Health Expenses to Expect in Retirement You’ll face several financial changes in retirement, but high medical expenses shouldn’t be one of them. Find out more about the...
3 minThe Lowdown on Downsizing When It Comes Time For RetirementDownsizing isn’t just about moving from your big family home to a smaller space; it’s a major personal, financial & lifestyle change...
3 minGet Protected: Insurance Options for Business OwnersWhen the unexpected happens, make sure you’re prepared. As a business owner, there’s a lot at stake so make sure you’ve got...
3 minResolution 2020 – Making a Retirement Plan You Can Stick ToThere are New Year’s resolutions being made & abandoned by the second this past week, but here’s one you will want to stick with for years..
3 minHow to Make those Snowbird Retirement Dreams a RealityTired of winter already & wishing you could join the flocks of Canadian Snowbirds heading south? Turn that retirement dream into reality
4 minRetirement Planning Investment Tips for Savvy Business OwnersRetirement is all about having the funds to fuel your dreams! Check out these top investment tips for savvy business owners & get starte
2 minMaking the Most of your RetirementMake the most of your retirement & your investments with a well laid out plan! Financial freedom in retirement allows you to live your b
2 minWhat Financial Changes Will You Face In Retirement?Let’s look at some of the most significant financial changes you’ll face and explore how you can prepare to live your best life!
3 minPlanning for Retirement: 5 Steps for Savvy Business OwnersThinking of selling your business to fund your retirement? Not so fast! Before you put that For Sale sign up, you need a strategic plan. Her
3 minThinking about investing with a robo-financial advisor? Read this first!Today’s world is all about DIY solutions. It seems like you can practically do anything yourself - from home fixes to financial solutions.