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
The Case for Equities in a Retiree’s Portfolio
For my clients who are approaching retirement, the conversation around de-risking their investment portfolio is a certainty. “When do we stop investing?” “Should we be out of the markets?” These kinds of questions are completely natural. Having lived through the...
Take “Timing Risk” Out of Retirement Savings
If you’re approaching retirement, or even in retirement, you will have some money decisions around large lump sums. When you sell a business, take control over your pension or group RRSP, downsize your home, or even inherit assets, you have choices to make. One of the...
Returns Are Relative
When I was in university, I had a professor put an Asset Class Return Map like this one up on the projector. He said, “if you can spot the pattern, you’ll get to retire in the Bahamas before you’re 25.” The last time I checked, there’s still six feet of snow outside...
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!