Posts Tagged ‘Retirement & Pensions’
FINANCIAL FACELIFT: Can Luther, 52, and Bethany, 49, retire in a few years and still leave a big inheritance?
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: Have Giovanni, 41, and Tiyana, 37, underestimated spending and jeopardized their retirement plan?
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: Are Einar and Jamila saving enough to retire and ensure their disabled child’s financial security?
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 Edmundo, 68, chart a new financial path after losing his spouse?
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 MoreSix Financial New Year’s Resolutions for 2026 – Matt Ardrey
As I sit here at the beginning of 2026, I would like to take a moment to reflect on 2025. We had increased US protectionism through tariffs, labour market concerns with the advancement of AI, changing interest rates and another strong year of stock market returns. With all of these macro themes out of…
Read MoreFINANCIAL FACELIFT: How should Vince and Mindy wind down their $500,000 corporate account 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,…
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