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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

The Impact of Inflation on Your Retirement

The Impact of Inflation on Your Retirement

“Inflation” can be a very scary word in Manitobans’ lexicon. Especially if you lived through the hyper-inflationary years of the 70s and 80s! Well “inflation” is making its way back into the headlines as our current economic landscape is driving the cost of living up...

Saving, Investing, or Gambling?

Saving, Investing, or Gambling?

A lot of words in personal finance get used interchangeably. Perhaps none more so than ”investing” and “saving.” You’ve likely seen countless commercials, billboards and flyers recommending you “save for retirement” or “invest for your future.” What’s the real...

Who Gets GIS?

Who Gets GIS?

The Guaranteed Income Supplement (GIS) is a social safety net for low-income seniors in Canada. As the name implies, it’s a program meant to supplement your income up to a guaranteed minimum level. When talking with clients, many are aware of the existence of GIS, yet...

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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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