Deborah Reid of Raymond James Ltd.

09/22/2018

Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with post-secondary education, care for an elderly parent or relative, or provide for a child with special needs, I can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future. Contact me today!

09/18/2018

What percentage of your income should be spent on home, food, spending, saving, etc.?

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

09/15/2018

Can you retire tomorrow?

According to Statistics Canada, an estimated 14 million baby boomers will be retiring over the next 20 years. Will you be financially ready?

Contact me to learn about how you can prepare yourself for a stress-free retirement.

09/11/2018

Women are becoming billionaires at a faster rate than men

But they still make up less than 12% of billionaires in the world

09/08/2018

Nearly a third of Canadians return to work after retiring: http://bit.ly/2jMr4Wu

More and more Canadians are going back to work or volunteering after retirement.

09/04/2018

Regardless of the circumstances, parting ways with a spouse is emotionally and financially challenging. While the financial and legal realities of being newly single will be different for everyone, planning ahead can make what will undoubtedly be a painful time a little easier. And when it comes time to stand on your own, we'll be there to help you see the possibilities more clearly. You won't have to do this alone - you can count on me to help you. Book a no-obligation consultation today!

09/01/2018

Even after you’ve retired, retirement planning is a dynamic, evolving
process. Although no one can predict, much less control, the ups
and downs of the economy or the financial markets, you can do a lot
to help safeguard your financial future. Retiring comfortably may take a bit of work – but you don’t have to go it alone. Contact me for a complimentary review.

08/25/2018

Retirement today means something different than in previous generations. People are feeling younger and living longer. Some are choosing to remain in the workforce – either by continuing in their professions or enjoying encore careers. Many are planning for an active lifestyle, one that might include travel to once-in-a-lifetime destinations. As we live longer, we also must consider the increasing costs of healthcare and long-term care, as well as the need for our money to last for not just a few years, but potentially decades. I have the expertise and resources to help you plan for all of the things you want to do.

08/21/2018

What is volatility, and how does it affect outcomes in the stock market? This intro to market volatility is a great primer for investors of any level.

08/18/2018

Regularly assessing your retirement plan is important to ensure you have the income you need for a comfortable retirement.