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The value of financial advice

Ever notice how many of life’s biggest goals have some financial component? Without disciplined planning and saving, these goals can just slip away.

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Taking your Pension vs a Commuted "Lump Sum" Value

As a member of a defined benefit pension plan (DCPP) you have the option to choose between keeping the pension or taking the commuted value. These 7 considerations can help you make an informed decision with the help of your financial advisor.

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Personal Finance Tips to Help Change Your Money Mindset

Even if you make a significant amount of money, that doesn’t mean it’s your job to spend it all. Knowing how to use money to get ahead requires a shift in your mindset. But how do you shift your money mindset? Here are a few tips to get you started.

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Life Insurance In Your 20s and 30s

As a young adult, getting life insurance may not be at the top of your to-do list. However, life insurance is a valuable and necessary coverage to have even in your 20s and 30s.

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Life Expectancy Calculator

The average Canadian male is expected to live until age 80, with the average Canadian female outliving them by four years to an age of 84 (Statista, 2018). In retirement planning, life expectancy plays an intricate role in the planning process.

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Take CPP at Age 70

While it may be hard to pass up the money, by delaying your CPP your payment increases by 8.4% each year up to a maximum of 42% at age 70. Delaying your benefits may not be the right decision for everyone, but it certainly something to think about and a discussion that you should be having with your financial advisor.

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When is Taking CPP at 60 Right for You?!

When is the right time to take CPP is a frequently asked question, and a difficult one to answer as there is a big unknown that drastically changes the right answer will be. While delaying CPP payments on paper certainly adds up to a lot of extra income for clients long term there is also something to be said about taking the money while you can ~ "A bird in the hand is worth two in the bush".

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