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Annuities provide guaranteed income for life. In that regard, they are one of the most effective ways to eliminate investment risk in retirement.

The quick answer to the question, “Can you save too much for retirement?” might seem like an obvious, “No. You can never have too much money.” But another way to ask the question might be, “What are you giving up by saving too much for retirement?” 

For rainmakers in today’s altered universe, the job remains the same — continue to nurture existing relationships while attracting new clients.

After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals. 

This requires a whole new set of questions:

September 15, 2020

According to Fast Company, “September is the new January.” As I write this, there are just over 100 days before the calendar turns.

You shouldn’t be afraid to interview advisors before settling on someone you can work with.

Many Canadians will be taking their next vacation right here at home. If you plan to travel outside of your province or territory, there are three things you need to know about your provincial or territorial health-care coverage.

Life insurance is often thought of as something you buy to protect loved ones in the event of your death. Viewed through this lens, the premiums you pay seem more like an expense than an investment.