The article “The Big Lesson From Nortel Networks: Pension Plans Aren’t A Guarantee” was originally published on Financial Post on October 21, 2016. Ever since Nortel Networks first filed for bankruptcy protection in 2009, the 20,000 Canadian...
The article “Investing As Power of Attorney” was originally published on MoneySense on October 18, 2016. Selling his mother’s house will leave Frank with $140,000 in proceeds. Here’s what he should do with the money. Q: This year, my 80+ year...
The article “Where Should I Transfer My Pension?” was originally published on MoneySense on October 11, 2016. Rachel has two options: a bank or an investment firm Q: I am recently out of the military and not sure where to transfer my pension. I’m...
The article “RRSPs, DCPPs, CPP, Oh My!” was originally published on MoneySense on October 4, 2016. Daniel has plenty of retirement options. Which should he prioritize? Q: I’m 56 and would like to retire at 60. I have a defined contribution pension...
Here are 4 points to help you identify what to look for in a Financial Planner: What to look for in a Financial Planner 1. Look for a Certified Financial Planner (CFP®). CFP®’s are governed by the FPSC, (the governing body for Financial Planners in...
The article “Picking Survivor and Guarantee Options” was originally published on September 27, 2016 on MoneySense. Pension elections can be daunting. Here’s what to consider. Q: I am considering retiring early from a job that entitles me to a...
The article “Rent Or Sell My Parent’s House?” was originally published on September 20, 2016 on MoneySense. If it would sell for less than $200K, it might be a decent investment property Q: My 91-year old father just moved into assisted living. His...
The article “Juggling Multiple RRSPs” was originally published on September 13, 2016 on MoneySense. Jay has plenty of retirement savings options. Here’s how he can use them wisely. Q: I am turning 30 this year. I am married and I have one kid with...
The article “The Best Way To Fund Your Retirement” was originally published on September 9, 2016 on MoneySense. Should Julie cash in shares or draw down on her RRSP? Q: I am 66 and retired with no defined benefit pension – just CPP and OAS. I do have...
The article “Five Stupid Things We Do With Our Money” was originally published by Geoffrey Vendeville on August 30, 2016 on Toronto Star Touch. Most of us want to be smarter with our cash, so here are a few common financial mistakes to avoid. A recent poll...
The article “Retirement Planning In A Second Marriage” was originally published on MoneySense on August 30, 2016. Tina wants to know how to invest the proceeds from going from two homes to one with her fiance Q: My fiancé and I are both in our mid-50s and...
The article “Contribute To RRSP Or Pay Off Mortgage?” was originally published on MoneySense on August 23, 2016. Linda isn’t sure if her $25,000 should go towards debt or investments Q: We have a small mortgage, only $80,000. Coming up for renewal at...
