In this final instalment of a two-part mini-series on working with financial advisors, CBIA/Lawyers Financial VP Dawn Marchand suggests questions to ask your advisor once you've chosen one.
Lawyers Financial. Be ready.
Lawyers Financial is a brand of The Canadian Bar Insurance Association (CBIA). Providing a comprehensive suite of financial solutions exclusively for lawyers, their families and employees is all we do. Being not-for-profit, we measure success in satisfied clients, not dollars. No matter the situation, we can help you to be ready.
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Having too much income in retirement is not a problem. Having too little is definitely a problem. Somewhere in between is a mystery number called “enough”.
The last 25 years were pretty good to a lot of people. Specifically, those who invested in real estate and those who remained committed to a long-term equity investment strategy. The luckiest among us did both. But, will this luck continue?