Part 1 What happens to your assets (estate) if you die without a will in BC? “I know and I will get around to it”. That is a common phrase…
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Here is some perspective on the situation in Ukraine and what is happening in the markets. (Do you need a break from it? Scroll down to the P.S.) The invasion…
From the 2021 Fidelity Retirement Report 1,901 Canadians Surveyed Median age 61 48 male/52 female 2 Questions were asked: When are Canadian expecting to retire? What is holding them back from retiring?
Over the past couple of years, it’s been a balancing act between working, taking care of kids, and now dealing with aging parents. Welcome to the Sandwich generation! And I…
Here is an update from one of Manulife’s chief investment Strategists, Kevin Headland. The start of 2022 hasn’t been kind to investors. For example, the US stock market has suffered…
Some very interesting results from the 2021 Fidelity Retirement Report. Do Canadians have a different retirement outlook since 2019? How Canadians are spending less, saving more, and investing differently? 2021…
We recently met new clients that owned 6 properties and not a ton of financial assets. The husband ran his own construction business and the wife helped with bookkeeping while…
Fidelity asked: What does retirement look like to you and how COVID-19 is affecting Canadian retirement plans. Results… Source: Fidelity Retirement Report 2021
It’s the time of year that many of us think about how to contribute more money to support charities that are important to us. In “doing good,” it can also…
I’ve spent the last couple of weeks listening to presentations from TD Asset Management, NEI Investments, Dynamic Funds etc and although there is a lot of consistency about what is…