What are your concerns when it comes to planning for your retirement?

Do you wonder how you will spend your time? Or do you worry that you may not stay healthy to enjoy your retirement?

And when it comes to saving for retirement, what keeps you up at night? Is it how much to save? Or, is it how much income your retirement savings will generate over the short, medium and long term so you can truly call yourself financially independent.

Two reports recently released have some interesting statistics. BMO’s retirement survey emphasizes that people approaching retirement should be … Continue Reading

I like to keep things simple. Not so simple that I don’t take advantage of the tools that can help improve the financial well-being of the people I work with. But simple so that you know what you’re doing when it comes to your finances and you know why.

When I first meet people and we’re both deciding if we would like to work together I ask them five questions. These five questions accomplish two things. First, these questions are a conversation starter. Most people I work with have purchased some insurance and investment products.  Growing their wealth and protecting their … Continue Reading

The Olympics have created beautiful Canadian memories. Here are links to a couple of stories that you might not see otherwise. Enjoy!

 Leaving behind a thank-you to Canada …  http://ow.ly/1cexg

 Stunning pictures tell a compelling story … http://ow.ly/1ceDd

 I work in an industry that talks about value all the time. I hear things like “ What is the value of my portfolio?” or “what value are you adding?”

Yesterday I was reminded by Shane Gibson of closingbigger.net  that so much of how we experience the world and what value we place on those experiences is based on our own personal values. And, if we understand our values we make better decisions.

I think he’s right. If we know and understand our values, we know and understand if … Continue Reading

Welcome to our world. We’re just getting started in the electronic world of blogging. So please have a look around.