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Financial Planning

  • About Planning and Getting Your Affairs in Order

    About Planning and Getting Your Affairs in Order In our planning section we provide some useful articles about planning - both for your retirement and in your retirement.  We strongly…   more ]
  • Want to increase monthly income AND Net Worth in retirement?

    The most frequent comment I hear from people regarding a Reverse Mortgage is that it is an "I hate my kids mortgage" People assume that home equity will be whittled away…   more ]
  • Government and other Resources

    GENERAL INFORMATION National Advisory Council on Aging (613) 957 1968 http://www.ohpe.ca/ Active Living Coalition for Older Adults 1 800 549 9799 http://www.alcoa.ca/ Canadian Association of Retired Persons (CARP) (416) 363…   more ]
  • Plan for Living or Will Illness Destroy your Retirement?

    We close our eyes and we dream.  We dream about foreign travel and exotic locations.  We dream of a quiet country home and peaceful surroundings.  We dream of a stress-free…   more ]
  • Retirement Residences

    Is Retirement Home Living Right for You? “Retirement Homes” has become a generic term that refers to seniors’ congregate living.  It is typically associated with the provision of care and…   more ]
  • Reverse Mortgages

    Ahhh, the Golden Years.  When everything you've worked so hard for over the last 30 to 40 years is considered, we all like to envision ourselves in some cozy cabin,…   more ]