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Role Reversal: An “Aging Well” Guide for those Caring for Elderly Parents
The day may come when you'll be parenting your parents. Having a useful printable guide can help start the conversations.

Shaun Humphries B. Admin, CFP
Feb 26, 2020


Plan now to minimize OAS Clawback Later
Ever wonder if you’ll be affected by Old Age Security (OAS) clawback? If there's anything you should be doing before retirement arrives?
Assante Life
Jan 31, 2020


Feel fabulous as you eat,drink & stay healthy over the Holidays
Your overall health is a vital part of your wealth planning success.

Shaun Humphries B. Admin, CFP
Dec 18, 2019


Should I take CPP Early?
Should you take your CPP Early? There can be a variety of reasons why you would pick one over the other! Shaun's video provides insigh

Shaun Humphries B. Admin, CFP
Oct 21, 2019


Avoid the 7 Major Pitfalls in Retirement
Planning for Retirement is important. Avoid 7 major pitfalls that can impact your retirement happiness

Shaun Humphries B. Admin, CFP
Aug 22, 2019


Your Money's Purchasing Power Will Not Be The Same In 10 years - So How Much Can You Safely Spen
Retirement is a period in your life where you’re able to have complete control over your schedule, your personal priorities and how you...

Shaun Humphries B. Admin, CFP
Aug 20, 2019


Retirement: What's your Vision and How Will you Bring it To Fruition?
What is your retirement vision? What will a typical day look like? Take a minute and picture it. Got it? (Does it involve surfing abroad...
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Aug 8, 2019


No One Wants More Life Than Income In Retirement!
Transitioning into retirement is an exciting adventure and with every adventure there’s a wide range of emotions......retirement is no...

Shaun Humphries B. Admin, CFP
Jul 2, 2019


Minimizing taxation of estate assets
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when...
Assante Life
Oct 24, 2018


Can You Actually Time The Market?
Every investor wants to experience Bull (good) Market Returns without going through the paid of Bear (Bad) market declines. As a result,...
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Oct 24, 2018


Do You Know Your Number?
Knowing your number is a vital piece of your retirement planning. Do you know YOUR number?

Shaun Humphries B. Admin, CFP
Oct 24, 2018
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