Posts Tagged ‘Retirement & Pensions’
FINANCIAL FACELIFT: Can Sébastien and Sofia afford a new cottage on top of their other financial goals?
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: Can Ben and Lucy retire in their 40s on just one 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 VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: Can Richard and Jane afford an expensive renovation without infringing on Jane’s retirement plans?
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: Couple whose income has taken a big hit want to sell home and retire early by ‘leaning hard into dividends’
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: B.C. couple want to achieve a ‘working optional’ lifestyle
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: Can Ted retire at year end and spend $150,000 a year?
Below you will find a real life case study of an individual 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, Matthew Ardrey, to review and…
Read More