11/01/2022 – Chad’s 2022 Message For You

01/12/2021 – Smart Estate Moves + Consider A Trust + Healthy Heart Foods

01/11/2021 – Creating Your Retirement Vision + Reducing Risk Of Dementia

01/10/2021 – Donating Pays Off + Retirees Give Back + Macular Degeneration

01/09/2021 – House Wealth + Hints For Windfall + Foods For Longevity

01/08/2021 – Evidence Based Investing + Preventing Strokes

01/07/2021 – TFSA vs  RRSP + Too Frugal In Retirement + Fitness In 15 Minutes

01/06/2021 – Avoid Probate Tax + Holistic Income Planning + Mind Your Eyes

01/05/2021 – How To Beat Inflation + Beware Of Sudden Back Pain

01/04/2021 – WFH Tax Credit + Cost Of Early CPP + Reduce Cancer Risk

01/03/2021 – Using Insurance For Income + Will Done Right? + Don’t Sit Too Much

01/02/2021 – What is “Good Night’s Sleep”? + Sugar and Your Brain

01/01/2021 – Retirement Moving Taxes + Did You Plan For Retirement? + Alzheimer’s

01/12/2020 – Beware Common-Law Issues + New For Retirees + Enhance Your Walking

01/11/2020 – Enhancing Your Portfolio + Sleep Better

01/10/2020 – Important Things When 65 & Older + Live Longer, Better

01/09/2020 – Financial Enabling Children? + Cash Out Real Estate + Negativity & Dementia

01/08/2020 – Handling Volatility + Advisor Value + Dementia and Food

01/07/2020 – Save Tax By Giving + 2,000 hrs/yr In Retirement + Know Arthritis

01/06/2020 – Look After Your Estate + Avoid Wealth Destruction + Caregiver Resources

01/05/2020 – Rising Income Investments + Reduce Risk of Dementia + COVID-19 Scams

06/04/2020 – Special Client Investment Newsletter #4

01/04/2020 – Careful With RESPs + Withdraw RRSPs Early + Your Memory & Sleep

23/03/2020 – Special Client Investment Newsletter #3

16/03/2020 – Special Client Investment Newsletter #2

09/03/2020 – Special Client Investment Newsletter

01/03/2020 – Care For Your Later Years + Extend Your Assets + Dance For Your Brain

01/02/2020 – Successful Investing + Beware Of Market Experts + Prevent Dementia

01/01/2020 – Increase Your Returns + Spend More Savings? + Prolong Your Life

01/12/2019 – Helping Child’s Mortgage? + Don’t Outlive Savings + Avoid Drinking Pop

01/11/2019 – Rising Income Investments + Good Night’s Sleep + Reduce Cancer & Heart Disease

01/10/2019 – Do You Have A RRIF? + Maximizing OAS + 4,400 Steps

01/09/2019 – Does your executor know? + Benefits of Annuities + Walking & Longevity

01/08/2019 – Understanding Volatility + Evidence Based Investing + Fully Enjoying Retirement

01/07/2019 – Spousal RRSP To Reduce Tax + Avoid These 5 Pitfalls + Shrinking Brain

01/06/2019 – Joint Ownership Perils + Holding Too Much Cash? + Never Too Late To Get In Shape

01/05/2019 – Relative Strength Investing + How You Can Live To 90+

01/04/2019 – Selling property? Read this + Retiree Financial Mistakes + Age-Proof Your Body

01/03/2019 – Easier For Family Members + How To NOT Outlive Your Money

01/02/2019 – How You Can Beat Inflation + Get Better Sleep

01/01/2019 – Dealing With Volatility + Lending to Family? + Benefits of Early RRSP Withdrawl

01/12/2018 – Tax Free Inheritance + Avoid Executor Pitfalls + Fend Off Flu & Colds

01/11/2018 – Good Night’s Sleep Investing + How To Shed Bad Habits & Live Longer

01/10/2018 – Do You Know New Tax Rules? + Retirement: Beyond Money + Latest Find On Diet & Health

01/09/2018 – My Son’s Anniversary + Test Drive Retirement + Best Time For Annuity? + Boost Your Memory

01/08/2018 – This Is Why Diversification Is Important – plus – Make Sure Your Heirs Get More – plus – Debunking Aging Myths

01/07/2018 – Save Tax By Splitting Income – plus – Is 100 Really The New 80? – plus – The Oregon Coast Is Now

01/06/2018 – How Much Do You Need In Retirement? – plus – Are You Using Insurance Properly? – plus – Dispelling Bad Food Advice

01/05/2018 – Why You Shouldn’t Just Focus On Yield – plus – Should You Give To Heirs Now Or Later? – plus – How To Properly Tap RESP Savings

01/04/2018 – Reduce Tax Sting  When Gifting – plus – Pros & Cons Of Reverse Mortgages – plus – Essential Vitamins After Age 40

01/03/2018 – How To Use Real Estate To Fund Retirement – plus – 2 Ways People Fall Short In Retirement Planning

12/02/2018 – The Market Is Going Bonkers – What Should I Do?

01/02/2018 – Is Bitcoin a Good Investment? -plus- VIDEO:How To Give To Your Child To Buy A Home

01/01/2018 – VIDEO: Time to Sell the House? – plus – Secret to Less Tax in Retirement

01/12/2017 – What’s Your Retirement Vision? – PLUS – More To Life Insurance Than You Think

01/11/2017 – Yearend Tax Tips – PLUS – What Does New Mortgage Rules Mean?

01/10/2017 – Should You Help Your Kids Buy A Home? – PLUS – Why Women Should Delay CPP

01/09/2017 – Turning cash taps on at retirement – PLUS – Video: Why diversification is important

01/08/2017 – Avoid These Rookie Retirement Mistakes – PLUS – Learn About The Power of Markets 

01/07/2017 – Find Out How Long You Might Live – PLUS – How To Grow Young

01/06/2017 – Should You Take CPP Early or Late? – PLUS – How to Age Proof Your Body

01/05/2017 – It’s Good To ‘See’ Your Retirement – plus – A Key Component of Tax Planning

01/11/2016 – Why did this couple sell to rent? – PLUS – Do you know these CPP basics?

01/10/2016 – Why Bonds Are Risky – plus – Work Longer, Live Longer

01/09/2016 – Where should you put some extra cash? – PLUS – How to get some “smart” sleep

01/08/2016 – 5 Ways To Make Your Money Last – plus – Life Insurance Isn’t Taboo

04/07/2016 – What’s Your Retireability Score? – plus – 6 Steps To Age-Proof Your Body

01/07/2016 – What’s Your Retireability Score? – plus – 6 Steps To Age-Proof Your Body

06/06/2016 – You’re invited! – please respond

01/06/2016 – Find out your Retireability Score  +  Ways you can save on your mortgage

26/05/2016 – Friendly reminder to RSVP

04/05/2016 – You’re invited to our Premier Client Dinner!

01/05/2016 – This mistake in your will can tear a family apart – PLUS – Live like the Queen

01/04/2016 – How Much Retirement Income Do You Really Need? – plus – Effects of New Budget

01/03/2016 – Time to cash in on your house? – plus – How to deal with a crazy market

01/02/2016 – Long-term care – something you should be saving for / Joint ownership has it’s problems, be aware

01/01/2016 – Early retirement not good for brain – plus – Avoiding mistakes in making your will

01/12/2015 – How To Be Content In Your Retirement – plus – Avoid These TFSA Mistakes

01/11/2015 – How your finances will change with a Liberal gov’t. / Planning to work in retirement?

01/10/2015 – Why look forward to a Bear Market? Also, see our new education videos

21/09/2015 – How You Should Behave In A Bear Market – also, Did you plan long enough for your retirement?

01/09/2015 – How Should You Behave During A Bear Market? Also – did you plan for a long enough retirement?

01/08/2015 – You could live to be 100 – are you prepared? Also, Bear Markets part 2

30/06/2015 – Do You Know What A Bear Market Is? When Should You Start CPP?

01/06/2015 – 3 Key Investment Practices & TFSA Tidbits

15/05/2015 – Top 5 Highlights of the 2015 Budget that could impact you

01/05/2015 – You can become a well behaved investor

15/04/2015 – Which Is Better For You – TFSA or RRSP ?

30/03/2015 – Behaviour Gap PART 2 – how 8 great mistakes affect your investments

15/03/2015 – Visualize your Successful Retirement – read about the power of visualization

01/03/2015 – Learn About the Behaviour Gap – it affects your investments

15/02/2015 – Spring Seminar Coming

22/01/2015 – Successful Retirement Summary – Can You Put It All Together?

15/01/2015 – Do You Behave Well When Investing?

09/01/2015 – How Can You Beat Inflation?

19/12/2014 – When does 93,000 dollars = 60,000 dollars? (corrected version)

19/12/2014 – When does 93,000 dollars = 60,000 dollars?

12/12/2014 – Living Longer and Successful Retirement

05/12/2014 – Keys to Successful Retirement

11/01/2022 – Chad’s 2022 Message For You

01/12/2021 – Smart Estate Moves + Consider A Trust + Healthy Heart Foods

01/11/2021 – Creating Your Retirement Vision + Reducing Risk Of Dementia

01/10/2021 – Donating Pays Off + Retirees Give Back + Macular Degeneration

01/09/2021 – House Wealth + Hints For Windfall + Foods For Longevity

01/08/2021 – Evidence Based Investing + Preventing Strokes

01/07/2021 – TFSA vs  RRSP + Too Frugal In Retirement + Fitness In 15 Minutes

01/06/2021 – Avoid Probate Tax + Holistic Income Planning + Mind Your Eyes

01/05/2021 – How To Beat Inflation + Beware Of Sudden Back Pain

01/04/2021 – WFH Tax Credit + Cost Of Early CPP + Reduce Cancer Risk

01/03/2021 – Using Insurance For Income + Will Done Right? + Don’t Sit Too Much

01/02/2021 – What is “Good Night’s Sleep”? + Sugar and Your Brain

01/01/2021 – Retirement Moving Taxes + Did You Plan For Retirement? + Alzheimer’s

01/12/2020 – Beware Common-Law Issues + New For Retirees + Enhance Your Walking

01/11/2020 – Enhancing Your Portfolio + Sleep Better

01/10/2020 – Important Things When 65 & Older + Live Longer, Better

01/09/2020 – Financial Enabling Children? + Cash Out Real Estate + Negativity & Dementia

01/08/2020 – Handling Volatility + Advisor Value + Dementia and Food

01/07/2020 – Save Tax By Giving + 2,000 hrs/yr In Retirement + Know Arthritis

01/06/2020 – Look After Your Estate + Avoid Wealth Destruction + Caregiver Resources

01/05/2020 – Rising Income Investments + Reduce Risk of Dementia + COVID-19 Scams

06/04/2020 – Special Client Investment Newsletter #4

01/04/2020 – Careful With RESPs + Withdraw RRSPs Early + Your Memory & Sleep

23/03/2020 – Special Client Investment Newsletter #3

16/03/2020 – Special Client Investment Newsletter #2

09/03/2020 – Special Client Investment Newsletter

01/03/2020 – Care For Your Later Years + Extend Your Assets + Dance For Your Brain

01/02/2020 – Successful Investing + Beware Of Market Experts + Prevent Dementia

01/01/2020 – Increase Your Returns + Spend More Savings? + Prolong Your Life

01/12/2019 – Helping Child’s Mortgage? + Don’t Outlive Savings + Avoid Drinking Pop

01/11/2019 – Rising Income Investments + Good Night’s Sleep + Reduce Cancer & Heart Disease

01/10/2019 – Do You Have A RRIF? + Maximizing OAS + 4,400 Steps

01/09/2019 – Does your executor know? + Benefits of Annuities + Walking & Longevity

01/08/2019 – Understanding Volatility + Evidence Based Investing + Fully Enjoying Retirement

01/07/2019 – Spousal RRSP To Reduce Tax + Avoid These 5 Pitfalls + Shrinking Brain

01/06/2019 – Joint Ownership Perils + Holding Too Much Cash? + Never Too Late To Get In Shape

01/05/2019 – Relative Strength Investing + How You Can Live To 90+

01/04/2019 – Selling property? Read this + Retiree Financial Mistakes + Age-Proof Your Body

01/03/2019 – Easier For Family Members + How To NOT Outlive Your Money

01/02/2019 – How You Can Beat Inflation + Get Better Sleep

01/01/2019 – Dealing With Volatility + Lending to Family? + Benefits of Early RRSP Withdrawl

01/12/2018 – Tax Free Inheritance + Avoid Executor Pitfalls + Fend Off Flu & Colds

01/11/2018 – Good Night’s Sleep Investing + How To Shed Bad Habits & Live Longer

01/10/2018 – Do You Know New Tax Rules? + Retirement: Beyond Money + Latest Find On Diet & Health

01/09/2018 – My Son’s Anniversary + Test Drive Retirement + Best Time For Annuity? + Boost Your Memory

01/08/2018 – This Is Why Diversification Is Important – plus – Make Sure Your Heirs Get More – plus – Debunking Aging Myths

01/07/2018 – Save Tax By Splitting Income – plus – Is 100 Really The New 80? – plus – The Oregon Coast Is Now

01/06/2018 – How Much Do You Need In Retirement? – plus – Are You Using Insurance Properly? – plus – Dispelling Bad Food Advice

01/05/2018 – Why You Shouldn’t Just Focus On Yield – plus – Should You Give To Heirs Now Or Later? – plus – How To Properly Tap RESP Savings

01/04/2018 – Reduce Tax Sting  When Gifting – plus – Pros & Cons Of Reverse Mortgages – plus – Essential Vitamins After Age 40

01/03/2018 – How To Use Real Estate To Fund Retirement – plus – 2 Ways People Fall Short In Retirement Planning

12/02/2018 – The Market Is Going Bonkers – What Should I Do?

01/02/2018 – Is Bitcoin a Good Investment? -plus- VIDEO:How To Give To Your Child To Buy A Home

01/01/2018 – VIDEO: Time to Sell the House? – plus – Secret to Less Tax in Retirement

01/12/2017 – What’s Your Retirement Vision? – PLUS – More To Life Insurance Than You Think

01/11/2017 – Yearend Tax Tips – PLUS – What Does New Mortgage Rules Mean?

01/10/2017 – Should You Help Your Kids Buy A Home? – PLUS – Why Women Should Delay CPP

01/09/2017 – Turning cash taps on at retirement – PLUS – Video: Why diversification is important

01/08/2017 – Avoid These Rookie Retirement Mistakes – PLUS – Learn About The Power of Markets 

01/07/2017 – Find Out How Long You Might Live – PLUS – How To Grow Young

01/06/2017 – Should You Take CPP Early or Late? – PLUS – How to Age Proof Your Body

01/05/2017 – It’s Good To ‘See’ Your Retirement – plus – A Key Component of Tax Planning

01/11/2016 – Why did this couple sell to rent? – PLUS – Do you know these CPP basics?

01/10/2016 – Why Bonds Are Risky – plus – Work Longer, Live Longer

01/09/2016 – Where should you put some extra cash? – PLUS – How to get some “smart” sleep

01/08/2016 – 5 Ways To Make Your Money Last – plus – Life Insurance Isn’t Taboo

04/07/2016 – What’s Your Retireability Score? – plus – 6 Steps To Age-Proof Your Body

01/07/2016 – What’s Your Retireability Score? – plus – 6 Steps To Age-Proof Your Body

06/06/2016 – You’re invited! – please respond

01/06/2016 – Find out your Retireability Score  +  Ways you can save on your mortgage

26/05/2016 – Friendly reminder to RSVP

04/05/2016 – You’re invited to our Premier Client Dinner!

01/05/2016 – This mistake in your will can tear a family apart – PLUS – Live like the Queen

01/04/2016 – How Much Retirement Income Do You Really Need? – plus – Effects of New Budget

01/03/2016 – Time to cash in on your house? – plus – How to deal with a crazy market

01/02/2016 – Long-term care – something you should be saving for / Joint ownership has it’s problems, be aware

01/01/2016 – Early retirement not good for brain – plus – Avoiding mistakes in making your will

01/12/2015 – How To Be Content In Your Retirement – plus – Avoid These TFSA Mistakes

01/11/2015 – How your finances will change with a Liberal gov’t. / Planning to work in retirement?

01/10/2015 – Why look forward to a Bear Market? Also, see our new education videos

21/09/2015 – How You Should Behave In A Bear Market – also, Did you plan long enough for your retirement?

01/09/2015 – How Should You Behave During A Bear Market? Also – did you plan for a long enough retirement?

01/08/2015 – You could live to be 100 – are you prepared? Also, Bear Markets part 2

30/06/2015 – Do You Know What A Bear Market Is? When Should You Start CPP?

01/06/2015 – 3 Key Investment Practices & TFSA Tidbits

15/05/2015 – Top 5 Highlights of the 2015 Budget that could impact you

01/05/2015 – You can become a well behaved investor

15/04/2015 – Which Is Better For You – TFSA or RRSP ?

30/03/2015 – Behaviour Gap PART 2 – how 8 great mistakes affect your investments

15/03/2015 – Visualize your Successful Retirement – read about the power of visualization

01/03/2015 – Learn About the Behaviour Gap – it affects your investments

15/02/2015 – Spring Seminar Coming

22/01/2015 – Successful Retirement Summary – Can You Put It All Together?

15/01/2015 – Do You Behave Well When Investing?

09/01/2015 – How Can You Beat Inflation?

19/12/2014 – When does 93,000 dollars = 60,000 dollars? (corrected version)

19/12/2014 – When does 93,000 dollars = 60,000 dollars?

12/12/2014 – Living Longer and Successful Retirement

05/12/2014 – Keys to Successful Retirement