This client case walks you through the process
Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]
Navigate challenging divorce implications
Client Profile Janet Wilson,* 34, is a self-employed physiotherapist. She’s thinking of starting a family with her partner, Jeff Medoza, who works in a community arts organization in their hometown of Sudbury, Ont. Janet paid employment insurance (EI) premiums when she held retail jobs as a university student, but it’s been years since she contributed. […]
Occupation Children’s entertainer and owner of Sing Song Party Time City Ottawa Age 38 I’ve been investing: For about a year I plan to retire: Never! “If my body is able, I’m going to do this for as long as I can. Why would I want to stop doing something that I love?” Investable assets: […]
It could impede Canadians’ access to insurance and compromise the industry’s viability
How to help clients execute wills compliant with faith or treaty
Susan Goldberg looks at an innovative approach to fostering men's well-being in retirement.
Susan Goldberg talks about men’s need for meaningful activity in retirement.