Articles
FINANCIAL FACELIFT: Do Larry and Brandy, 64, need to sell their home or cottage to afford retirement?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreCapital Gains changes – what it actually means to you
As you know, the recent Federal Budget announcement had a few important changes that can have an impact for some clients but certainly not all. Rather than repeat the contents of the Budget, we have been spending some time on what specific actions we will be recommending for clients and why. This note outlines our…
Read MoreFINANCIAL FACELIFT: How should Hank, 69, and Caroline, 64, turn their savings into income?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: How should David, 56, and Greta, 55, manage their investments in retirement?
Below you will find a real life case study of a couple who is 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 Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: When can Norman, 62, afford to join Margaret, 65, in retirement?
Below you will find a real life case study of a couple who is 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 & Portfolio Manager, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: What age should Kate, 56, start taking her CPP and OAS benefits?
Below you will find a real life case study of a couple who is 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 & Portfolio Manager, Matthew Ardrey,…
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