Articles
Real Estate – Is now the right time to downsize?
By: Vivien Sharon It was my pleasure to host an exclusive event at Sotheby’s International Realty Canada in Toronto recently. The subject was: THE BIG QUESTION: IS NOW THE RIGHT TIME TO DOWNSIZE? Special guests included Ted Rechtshaffen, who discussed income & tax planning for Boomers and Ismail Barmania, a lawyer specializing in estate planning…
Read MoreFINANCIAL FACELIFT: This couple started saving too late for retirement and now face some tough choices
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: Can an uncertain investment help this 60-year-old retire early?
Below you will find a real life case study of a woman who is looking for financial advice on how best to arrange her financial affairs. Her name and details have been changed to protect her identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreWhat a couple of kids at the CNE can teach the government about budgeting
In September everything is back in swing. Kids are back in school. Governments are back in session. Money will be spent on juice boxes and money will be spent on pipelines. Before the juice boxes get packed for school though, I had the pleasure of being at the CNE in Toronto with my son and…
Read MoreFINANCIAL FACELIFT: Great savers, not so great at investing
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: Home upgrade could saddle couple with too much debt to easily meet retirement dreams
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
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