For most of our working lives Canadians focus on saving and accumulating assets for retirement. Once retired, the focus shifts to the decumulation of those assets. During this phase, retirees must figure out how much income to draw from their…
What would you do with a Million dollars?
The Lotto Max is at 50 Million this week with at least 2 additional One Million Dollar prizes; the chance of winning is 1 in 28,633,528. However, It’s also forecasted that over 1.3 Trillion dollars will be passed down through…
Economic Update Q2 2019
I hope this letter finds you well and enjoying some long-awaited summer weather. I am writing to provide details on how investment markets have performed in recent months and some perspective on some of the broad trends affecting your portfolio.…
The Financial Perks of Getting Hitched
It’s wedding season; and if you are tying the knot this summer take some time to review your financial household, you may find some unexpected benefits. Employee Health Plan – If only one of you has an employee benefit plan…