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retirement planning guide

Your resource for a happier, more secure retirement.

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Learn the questions you should be asking about your retirement savings

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Make the right financial decisions for your family

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Feel confident in your future

How To Make your Retirement Savings Last

How To Make your Retirement Savings Last

Almost everyone approaching retirement will, at some point, ask the question: “will I run out of money?” It’s completely understandable to feel this kind of concern. You’ve worked hard to amass resources for your retirement years and returning to the workforce in your...

Make Downsizing Your Home Less Stressful

Make Downsizing Your Home Less Stressful

The vast majority of retirees will, one day, sell their longtime residence in favour of something more conducive to their retirement lifestyle. If you spend summers at the lake and winters snow-birding somewhere warm, maintaining the home you raised your family in...

Reader Beware: Check The Fine Print on Your Statement

Reader Beware: Check The Fine Print on Your Statement

I can’t even begin to count how many clients have told me “when I retire, I’m going to get $X per month from my work pension, guaranteed!” However, when we review their statements together, they’re quite surprised to find out the income figure in their minds IS NOT...

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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!

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Retiring Successfully, on Your Terms

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Avoid irreparable financial mistakes

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Learn to better transition to an enjoyable, fulfilling and rewarding retirement

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