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Estate maximization for business owners

Watch this short video to learn about a strategy business owners like you are using to minimize taxes and maximize their estates.  

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30 Day financial Challenge

Do some financial cleaning with our one-month challenge. WITH PLENTY OF PRIORITIES COMPETING FOR OUR ATTENTION, money matters can sometimes be pushed to the back of the shelf. But, just like an annual decluttering at home, getting our financial house in order can make a big difference to daily life. Make a commitment to take…

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How you can protect your family

Critical illness insurance shouldn’t be confusing. See how it works and how it can benefit you and your family. Original source: criticaluncovered.ca

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Where do I Start With Retirement Income Planning

Laying a sound foundation for retirement income involves careful planning. Where do you start? In this segment of Life & Money Matters Peter shares eight simple steps to help you get started on your retirement future. Transcript: Where do I Start With Retirement Income Planning Life & Money Matters

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Retirement Realities for Boomers

Does your retirement reality fit your own vision and experiences? In this video, Peter demystifies the commonly held perceptions about retirement among boomers and younger generations. Transcript: Retirement Realities for Boomers Life & Money Matters

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Pay Yourself First

The power of saving early and steadily for the long term can make a great impact on your retirement lifestyle. In this installment of Life & Money Matters Peter shares some thoughts on the benefits of paying yourself first. Transcript: Pay Yourself First Life & Money Matters

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Four Retirement Questions for Retirees

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected. Transcript: Four Retirement Questions for Retirees Life & Money Matters: Four Retirement Questions for Retirees…

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Top Retirement Planning Concerns

Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors. Transcript: Top Retirement Planning Concerns Life & Money Matters

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Do you understand your NEW investment statement?

Client Relationship Model, Phase 2 (CRM2) is an industry-wide regulatory initiative mandated by the Canadian Securities Administrators (CSA). What is CRM2? CRM2 is an industry-wide regulatory initiative that the Canadian Securities Administrators (CSA) have mandated under National Instrument 31-103. Starting in July 2014 and over the next two years, a number of changes will be…

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Why Do I Need insurance?

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