Afraid You’ll Outlive Your Funds? The Four Percent Rule Revisited

How much can I spend in retirement so that I don’t outlast my money? This is one of the more common questions we hear as we help clients to plan ahead. 

Share
Retire Up to 30 Percent Wealthier: Why Not More? 

You may have heard an oft-repeated advertisement in the media today that suggests that by reducing investment management fees, you have the potential to retire up to 30 percent wealthier. While few would choose to forego this amount down the road, it may be worthwhile to take a deeper look at these claims. 

Share
Responsible Investing: Four Reasons to Consider ESG Investing

Responsible Investing (RI) is quickly growing to become a standard. With accelerating commitments by policymakers and business leaders to address environmental, social and governance (ESG) issues, RI has gained a greater focus in the investing world. Increasingly, investors are prioritizing ESG factors into their investment objectives. Have you integrated ESG factors into your own investing? Here are four considerations...

Share
Estate Planning: Having End-of-Life Discussions with Loved Ones

It is understandable that many of us prefer to avoid the subject of end-of-life planning, or at least try to put it off until the last moment. Yet, the pandemic should remind us of the importance of these discussions.   

Share
Talking to Adult Children: The Hot Housing Market 

For those of us who can remember, the average cost of a Canadian home was around $164,000 when we started the millennium.1 In just over 20 years, this has risen to around $716,000 — and, what you get for that price can vary depending upon your location.

Share