The Seven Retirement Risks
Risk.  It’s more than just a game.  It is a part of our lives. We have been hearing a lot about different types of risks the last little while.
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Plan A in Turbulent Times
Over the last few weeks, the financial markets have been crazy, scary, horrifying, whatever adjective you feel can fit.
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Accidental Death Insurance
One of the things we do for people is an insurance portfolio review. A recent review I did for a person has me a bit more disturbed than most. 
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Those of you who have met me know that I watch out for our environment. In my business we have been using less and less paper.
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What Happens to Your RRSP When You Retire?
I have had many clients turn 71 this year. And many will be turning 71 in the coming years. So often we are enticed by financial institutions to put money into an RRSP so we can get a refund back from the government on our tax return.
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Give your children options - July 2019 Newsletter
As a parent (or grandparent) you want the best for your children (or grandchildren). It’s all about planning for the unexpected.
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Why I Left The Mutual Fund Industry Part Deux
Many years ago there was a big giant machine that would meet with you and tell you all about their story and the fairy tales that were written about them.  They were a wonderful group of people who would take your money, invest it for you and then leave it at that.
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This Is Who We Are
I had an interesting chat the other day with someone who I respect immensely. Sometimes we have conversations that can go on much longer than anticipated so we now book an extra hour in each of our calendars when we have a meeting so we can enjoy the flow of the conversation.
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Financial Forecasting. Really? - April 2019 Newsletter
A wise man once said "the only value of a stock forecaster is to make fortune tellers look good.". Another one said "If you spend more than 13 minutes analyzing economic and market forecasts, you’ve wasted 10 minutes."
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Is Your Advisor Working For Your Money or is Your Money Working For Your Advisor?
I recently talked to a person, I'll call her Lucy, who had investments with two different places and wanted to move them all over to one in order to make things easier.  I am a big proponent of this as it makes the whole planning process much easier when one advisor can oversee all of the assets in all the different accounts.
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