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What exactly does it mean to “fully” protect your financial future?

Our behaviors produce the results we see in our lives.

Last Year in the Markets – 2017 (Source: Bloomberg)

Executive Summary A recent study, Understanding and Managing the Risks of Retirement, by the Society of Actuaries has shown that only 52% of pre-retirees and only 44% of retirees are consulting a Financial Advisor. That means that roughly half of the population is seeking financial advice outside of a financial professional, whether that be friends, family, colleagues, or Google.

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult.” But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

Wealth Professional Magazine published this article today, highlighting how we serve our clients.

I thrived after launching my own firm
by Joe Rosengarten
20 Jul 2017

Executive Summary

Whether you’re a first-time home buyer, or purchasing a vacation property, if you have a mortgage your lender will encourage you to purchase mortgage insurance.

Learn how setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

Watch it now:

https://www.youtube.com/watch?v=cQJlrVxVApY

Only 7.1% of Canadians consider themselves “very knowledgeable” financially*. This means many people probably feel confused when it comes to saving for retirement

How do high school students prepare for their financial life after graduation?

This week, I presented to 100 Grade 12 students at a local high school on financial concepts and principles of success.
The students were attentive and asked great questions, so I deem that a success!

Here's the presentation