Wealth Management Insights

A road map is a simplified and summarized action plan of what you need to do and when. Your road map will help get you from where you are to where you want to be.

Congratulations on holistically integrating all six areas of your financial life with your core values and clear vision! Your puzzle is starting to take shape — is that a beach? Now, the next step is to assess your vulnerabilities that can keep you from succeeding and the opportunities that can help you achieve.

Now that you know what your puzzle should look like when completed, it’s time to lay out all your pieces!

Imagine building a puzzle without knowing what the final picture will be. How much more difficult would that puzzle be? How much longer would it take for you to finish it?

The difficult month for equities began with the announcement of tariffs by Donald Trump on April 2nd. Economic theory and history, should the tariff scheme be implemented as proposed, predicts that the U.S., Canadian and the global economy will likely fall into recession.

The primary purpose of retirement savings is to generate income. The rate of return earned, and the sequence of these rates of return, when withdrawals are made will determine how long a retiree’s portfolio will last.

The amount deposited into a Tax Free Savings Account (TFSA) is subject to a yearly contribution limit.

As the North American society has moved away from employment-based pension plans everyone is responsible to save for their retirement, and Registered Retirement Savings Plan is a fundamental tool to save.

The financial numbers and data you need in one place, summarized and simplified.