John and Jennifer (Jen) are 62 and want to retire comfortably soon. Can they retire now? They want to know how to set up their retirement income to give them the maximum income that will be reliable f… [more]

Retirement income planning for Canadian non-resident expatriates can be difficult. Let's consider some of the implications of receiving CPP/QPP, OAS, RRSP and pension income in retirement. CPP/QPP… [more]

Retirement used to be simple. My uncle Dan, for example, spent his entire career with one employer. He retired at 65 with a pension that provided a guaranteed monthly cheque for life. It was a typical… [more]

Retirement is a time of great excitement and the beginning of a new stage of life. As with any big life change, there is also an element of concern, as people become overwhelmed with the decisions the… [more]

All the way up until you retire, you’ve probably been taught some key principles of investing like diversification, dollar cost averaging and buy and hold.  As important as these traditional invest… [more]