If you are not familiar with the term “Safe Withdrawal Rate” you should be.   Its the key factor to guide you in determining how much money you can withdrawal from your savings each year once you reach retirement.     Nobody wants to run out of money.    So using this...

In Part I of Whole Life Insurance and the Coronavirus I illustrated how our insurance policies rescued us from a potentially financially devastating situation last March when the full impact of the Coronavirus hit Canada.   I encourage you to read Part I and how...

I believe there are core financial planning beliefs that benefit financial instutions and not Canadians.    Which is why my wealth planning process is significantly different then most.  To get a taste of how you may be on the wrong track, consider listening to this...