EN | FR

Insurance & Investments

Simple. Fast. Easy.®

PERSONAL FINANCE

5 tips for financial success in later life

Investments, Personal Finance

The things you need to do to build your finances which can support your wants and goals are simple. Sometimes doing them isn't so simple. For most people, this becomes a matter of choice. Practice makes it easier. Here are some tips to build lifestyle success for your future you.

Read More

Retirement. What’s the worry and why?

Investments, Personal Finance

A fear of retirement continues to grip Canadians, even as retired Canadians lead happy lives. This is supported by the headlines you read, the sound bites you hear on television and the research that continues to focus on retirement. A recent report on Retirement noted that almost 7/10 working age people are worried about running out of money and having enough money to live on day to day1. A Retirement Risk Survey by the Canadian Institute of Actuaries found that 72% of Canadians are worried about maintaining a comfortable standard of living in retirement2.

Read More

Federal Budget Canada, 2017; what’s not changing

Investments, Personal Finance

Each year brings us lots of speculation about what the Federal Government is planning to do that will give us something or take something away. The past few months have been no exception. Here are six items that aren’t on the list of things being taken away, taxed more or changed. We won’t see major changes to the Income Tax Act (Canada) in the following areas, at least for the time being:

Read More

Life & Money Matters: Retirement Realities for Boomers

Investments, Personal Finance

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.

Read More

Life & Money Matters: Pay Yourself First

Investments, Personal Finance

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.

Read More

Life & Money Matters: Four Retirement Questions for Retirees

Investments, Personal Finance

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.

Read More

Life & Money Matters: Top Retirement Planning Concerns

Investments, Personal Finance

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.

Read More

Five basics about managing money

Investments, Personal Finance

Research is finding that more and more aging Canadians today aren’t saving for retirement. They are seeking financial freedom. That’s not freedom from money. It’s the kind of freedom they feel when they can do what they want to do and when they want to do it. Yet we all know that how we manage, invest and spend our money can have a huge impact on our life and our lifestyle.

Read More

Tax Loss Selling

Investments, Personal Finance

When it comes to selling investments, the old saying goes; BUY LOW, SELL HIGH! Tax loss selling is one of the very few reasons you may consider actually selling low.

Read More

Converting assets into income

Investments, Personal Finance

Life is about choices - having them and deciding which ones work best for you. Retirees, for example, often feel that they must choose from a few possible alternatives for converting their retirement assets into income:

Read More

SHARE