Matt Buie B.Sc., CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Will you need life and health insurance in retirement?
June 23, 2021 • Insurance Planning
You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance.
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Do you have assets that can’t be divided?
June 23, 2021 • Estate Planning
Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this.
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Prepare your executor
June 23, 2021 • Estate Planning
Unless you prepare properly, your executor might end up feeling more like a detective. See what important steps you can take now to make sure the process goes smoothly.
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Investing in the home stretch
June 23, 2021 • Retirement Planning
When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma.
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Time for an RESP checkup?
June 23, 2021 • Financial Planning
Just contributing regularly to a Registered Education Savings Plan (RESP) and leaving it alone is an easy trap to fall into. Find out three reasons why you need to monitor and manage your RESP.
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How Past Market Events Changed Investor Behaviour Today
May 27, 2021 • Portfolio Construction, Economic Insights
Those of us who have gone through different market regimes would notice investor behaviour today is very different than twenty years ago, or even a decade ago. But that doesn’t mean there aren’t similarities today to past market events.
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How This Year’s Investment Themes are Playing Out in Real Time
April 29, 2021 • Economic Insights
Almost four months into 2021, CI GAM | Multi-Asset Management provides an update on their market outlook for the year and what investment and economic themes are playing out as expected.
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A New Season – What Opportunities are Driving Renewed Investor Optimism?
April 07, 2021 • Portfolio Construction
Investor optimism is on the rise as populations are vaccinated and economies prepare to return to normal. But increased savings, lifestyle changes and the green-tech boom could play out differently than previous recessions.
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Ways to use a TFSA in retirement
March 15, 2021 • Investment Planning, Retirement Planning
During income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything. Once you retire, you’ll discover that a TFSA is just as versatile, helping you to meet a variety
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When should you start CPP/QPP and OAS benefits?
March 15, 2021 • Retirement Planning
Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources.
Knowing when to start isn’t always easy, and even many financial experts
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