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 Impact of Bill 8 On Your Retirement
If you’re a Manitoban who owns any of the following: a pension through work, a Locked-In Retirement Account (LIRA) or a Life Income Fund (LIF), then recent legislation is about to dramatically change your retirement vision. Bill 8, titled “the Pension Benefits...
The Impact of Interest Rates on Your Pension
Manitoba is home to many, many industries that feature pension programs. Education, Finance, Healthcare, Manitoba Hydro, the list goes on and on! If you contribute to a defined benefit pension through work, you may have noticed an interesting trend: the commuted value...
Why Financial Advice NEEDS to be Custom
If you’re a regular reader of my blogs, you’ll likely see a common trend. I never recommend one particular outcome for everyone. I instead devote this space to weighing pros and cons and identifying pitfalls or opportunities. The reason for seeming indecisive?...
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!