retirement planning guide
Your resource for a happier, more secure retirement.
Learn the questions you should be asking about your retirement savings
Make the right financial decisions for your family
Feel confident in your future
How To Maximize Your TFSAs For Retirement
Tax Free Savings Accounts (TFSAs) are a relatively new tool in the Canadian financial landscape. Introduced in 2009, the TFSA has become more and more important to Manitobans’ retirement plans as time goes on. How can a person make the most out of this unique...
Should I Buy An Annuity With My Pension?
I recently worked with a client who was weighing the options for his defined benefit pension. He had retired early and was given three choices for his plan: A) take the monthly payment from his pension company, B) commute the lump sum value, and C) buy an annuity from...
How To Protect Your Retirement From The Next Market Drop
It’s not a matter of “if” the market will drop again… it’s a matter of “when” the market will drop again. We’re only a little over a year removed from the fastest market decline in Canadian history. From February 21, 2020 to March 20, 2020, the Toronto Stock Exchange...
Top 9
Retirement Mistakes
Manitobans Make
Each year, thousands of Manitobans make dozens of decisions that have long-lasting impacts on their retirement. This book is dedicated to identifying the most common retirement planning mistakes made by
Manitobans and providing guidance on how to make the right decision for you!
I hope you enjoy this book and are able to find one or two ideas that spark a positive change in your retirement dreams!