6 Steps to Retirement Success

by Angel Ho | Jan 31, 2025 | Blog, business owners, Family, farmers, investment, Professionals, retirees

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources...

Estate Planning for Retirees and Mature Families

by Angel Ho | Nov 1, 2024 | Blog, estate planning, Family, retirees

What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony. One of the most difficult conversations is around fair or...

Do you have enough for retirement?

by Angel Ho | Aug 31, 2024 | Blog, business owners, Family, farmers, financial advice, financial planning, investment, Professionals, retirees

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...

Retirement Planning

by Angel Ho | Jul 14, 2024 | Blog, Family, health benefits, life insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...

Retirement Planning for Business Owners

by Angel Ho | Jun 30, 2024 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...

The Difference between Segregated Funds and Mutual Funds

by Angel Ho | Jun 25, 2024 | Blog, business owners, Family, retirees

Segregated Funds and Mutual Funds often have many of the same benefits such as:  Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...