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
“Unlock” Your Pension to Unlock Your Retirement
Let me know if this sounds familiar… you open the mail and there’s your annual pension statement. It reads “if you retire at age X, you can expect a monthly pension of $Y.” After some quick mental math, you realize that $Y isn’t going to quite be enough for the...
Financial Planner vs Robo-Advisor – Part 1
By now, we’ve all seen the aggressive ad campaigns for discount brokerages and robo advisors on our TVs. They often feature a busy family having the hard discussion about firing their (human) financial security advisor to save on investment fees. The question they are...
Financial Planner vs Robo-Advisor – Part 2
If you haven’t read Part 1 of this article, I highly encourage you to start there for context. Part 1 was all about breaking down the question of “is it worth it to pay for financial advice or am I better off with a digital platform?” Part 2 is going to focus on just...
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!