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10 important components to address when constructing a successful retirement plan
Retirement is one of the most significant life transitions and so you want to make sure you do it well!
Shaun Humphries B. Admin, CFP
Jun 22, 2020
79 views


5 Strategies To Implement As The Retirement Landscape Continues To Change.
The retirement landscape is changing and it's important to implement strategies that keep you on track to reaching your retirement goals!
Shaun Humphries B. Admin, CFP
Jun 8, 2020
85 views


4 key areas of your life that are most impacted after retirement.
Retirement is a huge transition. These 4 areas of your life will be the most impacted after retirement. It's important to plan effectively!
Shaun Humphries B. Admin, CFP
May 26, 2020
351 views


Asset Class Returns vs Investor Returns - Who Wins?
Asset Class Returns Compared To Investor Returns History has shown that the psychology of investing is a huge driver of investment...
Shaun Humphries B. Admin, CFP
May 4, 2020
143 views


Headlines Are Consistently Wrong
Most headline financial stories are interesting but provide little to no actionable information.
Shaun Humphries B. Admin, CFP
Apr 21, 2020
32 views


TFSA: Why we shouldn't call them tax-free SAVINGS accounts!
The power of TFSA's lies in the ability to compound growth on a tax free basis and withdrawing the money without triggering any tax.
Shaun Humphries B. Admin, CFP
Apr 15, 2020
89 views

5 Strategies for dealing with a difficult market
A Bear market can worry and panic investors to the point where they may make short sighted decisions that can affect them long-term.
Shaun Humphries B. Admin, CFP
Apr 1, 2020
51 views

Role Reversal: An “Aging Well” Guide for those Caring for Elderly Parents
The day may come when you'll be parenting your parents. Having a useful printable guide can help start the conversations.
Shaun Humphries B. Admin, CFP
Feb 26, 2020
44 views

Plan now to minimize OAS Clawback Later
Ever wonder if you’ll be affected by Old Age Security (OAS) clawback? If there's anything you should be doing before retirement arrives?
Assante Life
Jan 31, 2020
31 views


Should I take CPP Early?
Should you take your CPP Early? There can be a variety of reasons why you would pick one over the other! Shaun's video provides insigh
Shaun Humphries B. Admin, CFP
Oct 21, 2019
117 views


Avoid the 7 Major Pitfalls in Retirement
Planning for Retirement is important. Avoid 7 major pitfalls that can impact your retirement happiness
Shaun Humphries B. Admin, CFP
Aug 22, 2019
36 views


Your Money's Purchasing Power Will Not Be The Same In 10 years - So How Much Can You Safely Spen
Retirement is a period in your life where you’re able to have complete control over your schedule, your personal priorities and how you...
Shaun Humphries B. Admin, CFP
Aug 20, 2019
19 views


Retirement: What's your Vision and How Will you Bring it To Fruition?
What is your retirement vision? What will a typical day look like? Take a minute and picture it. Got it? (Does it involve surfing abroad...
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Aug 8, 2019
37 views


No One Wants More Life Than Income In Retirement!
Transitioning into retirement is an exciting adventure and with every adventure there’s a wide range of emotions......retirement is no...
Shaun Humphries B. Admin, CFP
Jul 2, 2019
43 views


Minimizing taxation of estate assets
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when...
Assante Life
Oct 24, 2018
36 views


Can You Actually Time The Market?
Every investor wants to experience Bull (good) Market Returns without going through the paid of Bear (Bad) market declines. As a result,...
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Oct 24, 2018
25 views


Do You Know Your Number?
Knowing your number is a vital piece of your retirement planning. Do you know YOUR number?
Shaun Humphries B. Admin, CFP
Oct 24, 2018
45 views
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