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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 Sense of Pension Options

How to Make Sense of Pension Options

If you’re in the final weeks or months of your working career before retirement, you’ve likely begun to pore over your pension options from your employer. This is often a confusing and daunting task given the plethora of choices available! “Joint, 2/3 to Survivor with...

Should I Insure My Pension?

Should I Insure My Pension?

The idea of insuring a pension seems a  little counter-intuitive. Why and how would a person “insure” a source of income in  retirement? It may surprise you to know that all pensions are inherently insured and setting your coverage up the right way could pay off BIG...

What’s A LIRA Anyways?

What’s A LIRA Anyways?

Maybe you’ve looked at an investment  statement and never noticed it before. Or maybe your former employer has sent you a letter with it. That strange little acronym that was never talked about at school. Never on display at the bank. "LIRA". What is it and what does...

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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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