03/09/2022
Questions you should ask yourself to determine how much you’ll need to retire:
1) When do I want to retire?
2) Where would I like to live in retirement?
3) What will my expenses be?
4) What will my income be each month?
Figuring out how much you need for retirement doesn’t have to be complicated, let’s work together! ow.ly/hsQV103rf32
01/29/2022
Whether you’re planning to adopt 5 pugs or send your kid to college, we’re invested. For life as you know it.
Explore how Canada Life’s investment solutions can provide a smoother investment experience that is tailored to help you reach your goals and reach out to learn more!
Managed solutions
Managed solutions bring together disciplined investment strategy and sophisticated, professional portfolio management for an easy investing experience.
01/25/2022
Mutual funds and segregated fund policies are two of the most popular choices for investors. If you'd like to know more, contact me!
Mutual funds vs. segregated funds: What's the difference?
Learn the differences between mutual funds and segregated funds and which one can help you reach your financial goals.
01/15/2022
Canada Life’s individual health and dental plans offer flexible options to suit your needs and budget. Find the right plan for you and your family today. ow.ly/mpAo103knX1
01/13/2022
How to deal with market volatility:
✅ Stay focused on your long-term investment goals
✅ Diversify your investments
✅ Revisit your investment plan regularly
Contact me to get a clearer picture! ow.ly/a4e7103knVO
12/24/2021
Happy holidays! I wish you a joyful day filled with good food and holiday cheer to you and your loved ones. ✨
12/09/2021
With Canadians living longer, it’s normal to worry if you’ll have enough money to last through your retirement. As an advisor I can help you explore your options and determine what’s right for your personal circumstances.
Pattie Lovett-Reid: Worried about outliving your money? Time to rethink CPP
Worried about funding your retirement? You may want to consider delaying CPP/QPP benefits past age 60. CTV News' Chief Financial Commentator Pattie Lovett-Reid explains why in her weekly column for CTVNews.ca.