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 Handle Lump Sum Purchases in Retirement
One of the hardest aspects of retirement planning is managing cash flows. In your working years, you’ve likely had relatively consistent pay cheques every few weeks. You’ve had years of practice in lining up your expenses and saving for big purchases and rainy days....
Is Your Estate Plan Up To Date?
A 2018 CTV News poll found that more than 50% of Canadians do not have a will. That means there is a 1-in-2 chance that if you’re reading this, you do not have the most important cornerstone of your estate plan in place. If you do have a will, well done! You’re off to...
What Should A “Practice Retirement” Look Like?
When it comes to preparing for retirement, I often advise clients to get some practice in. When you’ve worked consistently for 30 or 40 years, it’s often hard to truly let go of that career mindset and find new purpose in life. By taking the time to practice...
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!