
This Ontario woman will need to work into her 70s to escape financial vise
At 65 she has $261,651 in financial assets and a $58,000 mortgage with 20 years to run A woman we’ll call Nellie, 65, lives in

At 65 she has $261,651 in financial assets and a $58,000 mortgage with 20 years to run A woman we’ll call Nellie, 65, lives in

Move has eliminated enough stress that Melissa now wants to work longer than planned, boosting retirement savings A couple we’ll call Melissa, 45, and Larry,

Step one: diversify her portfolio. A woman we’ll call Lucy, 60, lives in Alberta. Retired after 38 years as an administrator in the energy industry,

Short Video Review Full Video Review Client FAQ Executive Summary A K-shaped recovery, and a future driven by new trends A little over six months

The complexity of the financial industry, especially professionals specializing in advisory services, requires the expertise of a financial advisor. The problem is knowing when to

Vivian has no cash in the bank, no TFSAs and no RRSPs and often dips into her $70,000 HELOC to pay expenses A woman we’ll

Short Video Summary Full Video Review Supporting Charts Video Executive Summary Uncertainty is the new normal After the panic sell-offs of the last quarter, many

Just to survive, Helen needs a bigger pool of savings on which to draw In Ottawa, a woman we’ll call Helen, 60, is struggling to

At 60, Abby needs a job or her savings will be quickly eroded In southern Ontario, a woman we’ll call Abby, 60, has a small
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