top of page

Search

Assante Life
Jan 31, 2020
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?
29 views


Shaun Humphries B. Admin, CFP
Dec 18, 2019
Feel fabulous as you eat,drink & stay healthy over the Holidays
Your overall health is a vital part of your wealth planning success.
146 views


Shaun Humphries B. Admin, CFP
Oct 21, 2019
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
117 views


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


Shaun Humphries B. Admin, CFP
Aug 20, 2019
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...
19 views


-
Aug 8, 2019
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...
37 views


Shaun Humphries B. Admin, CFP
Jul 2, 2019
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...
43 views


Assante Life
Oct 24, 2018
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...
36 views


-
Oct 24, 2018
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,...
25 views


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