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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

5 Ways to Reduce Money Stress

5 Ways to Reduce Money Stress

If you’re like most Canadians, at some  point in your life you’ve experienced (or  are currently experiencing) some stress or  anxiety when it comes to personal finances.  Debt levels, volatile markets, aggressive  news cycles and big decisions all take a toll  on our...

4 Keys to Making Better Decisions About Retirement

4 Keys to Making Better Decisions About Retirement

“When do I take my CPP?” “Should I start my OAS at 65?” “Should I take the monthly cheque or the lump sum from my pension?” “Which month should I hand my notice in?” These are just a few examples of the many questions that face retirees in Canada. The sheer volume and...

Four Tips for Reducing Tax Pain in Retirement

Four Tips for Reducing Tax Pain in Retirement

Nothing erodes a person’s finances more quickly than paying unnecessary taxes! While taxation is a necessity for a functioning society, paying more than you are required to is a detriment to yourself. The Canadian tax code allows us some flexibility to structure our...

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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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