Individuals & Business Owners Articles

How to invest to get $35,000 annually in income

Q: I have recently been made redundant at age 60 and need to generate a net annual income of approximately…

6 years ago

We all know that women live longer than men. Have you thought about what that means for your financial retirement planning?

The most ignored aspect of retirement planning just might be that women live longer than men. Among people aged 65,…

6 years ago

Smart withdrawal strategies for retirees

The advisor-client relationship has typically centred on wealth accumulation, but that will soon change. As more boomers retire, advisors will…

6 years ago

RRSP or TFSA? How do I decide which is best for me?

Are TFSA or RRSP contributions better for you? A reader from Global News Money 123 Newsletter asked a great question…

6 years ago

Worried your funds won’t last until your 100th birthday?

With people living longer than ever before, retirement planning has to change. Read this Globe Advisor article to learn more.

6 years ago

Taking Responsibility for the Future: Are You Ready?

“Lawyer Norm Keith is 58 and laughs hard when asked about his readiness for retirement.” There is an old adage…

6 years ago

The Essential Check List for an Effective Estate Plan

Your estate plan is put in place to implement your wishes regarding yourself and your property in the case of…

6 years ago

Jackie Porter in Investment Executive’s Mar 8, 2018 issue

A write-up on Jackie Porter in Investment Executive’s Mar 8, 2018 issue.

7 years ago

Jackie interviewed in the Globe and Mail on ‘The financial risks that should scare you”

The financial risks that should scare you are health problems, unemployment and divorce, says Jackie Porter, a certified financial planner…

7 years ago

RRSP Rules to Remember to Build Your Wealth

  We hope you enjoyed reading our blog post. If you want to keep up with the latest financial news…

7 years ago