In the news
3 Secrets to a Successful Retirement Plan
I also cover this in a YouTube video. Click here to watch! What are the 3 Secrets to a successful retirement plan? And what do Canadians need to have in place before they decide to retire? That’s what I’m talking about in this week’s blog. Think about it for a moment....
What is the #1 risk to your retirement?
I also cover this in a YouTube video. Click here to watch! What is the #1 risk to you enjoying a comfortable retirement? In this blog, I’ll be sharing with you what people are most worried about as they plan for retirement and how you can take steps now to avoid this...
Group & Individual Disability Insurance in Canada
March 17, 2022 I also cover this in a YouTube video. Click here to watch! What is the difference between Group Disability Insurance coverage at your place of work versus an individually-owned Disability Insurance policy? Well, in this blog I’ll be sharing with you the...
As Seen On..
Doctors and dentists are great at caring for their patients, but often not as good at looking after their own financial health. Paying closer attention to finances now can help ensure a better quality of life when they decide to retire. MISSISSAUGA, ONTARIO -...
Estate Planning & Testamentary Trusts
March 21, 2022 I also cover this in a YouTube video. Click here to watch! If you have children and your plan is to leave them the bulk of your estate, how do you make sure – in the case they get married and then divorced – that their ex-spouse doesn’t get 50% of the...
How does a Return of Premium work?
March 24, 2022 I also cover this in a YouTube video. Click here to watch! So, what is the super cool feature called Return of Premium and which insurance products offer this coverage? By the end of today’s blog I’ll have not only shared with you how you can get this...
What is a TFSA?
March 28, 2022 I also cover this in a YouTube video. Click here to watch! What is a Tax-Free Savings Account (TFSA) and why should every Canadian citizen have one? In this blog, I will give you all the necessary facts you need to consider so that you can make an...
Are you working with a Real or Fake Financial Planner
March 31, 2022 I also cover this in a YouTube video. Click here to watch! Now here’s a question you may have never thought of needing to ask yourself: are you really working with a Financial Planner or just somebody who calls themselves a Financial Planner? Well,...
Ontario Dentist Magazine
Sean Robertson BHSc DDS John Moakler BMath, CFP, CLU, CSC Rick Goldring BA, CFP, CLU, ChFCChoose Your Own Adventure: The "Perms and Combs" of Career Investing and Practice Sale StrategiesRemember those “Choose Your Own Adventure”books in elementary school? They...
Financial Planning for Dentists – Part 3
April 26, 2022 I also cover this in a YouTube video. Click here to watch! ATTENTION DENTISTS! Do you have a comprehensive financial and retirement plan – written down – that maps out when you can afford to retire and what your retirement paycheque will look like? ...