Skip Navigation

Contact Us

Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Understanding Your Employee Pension Plan

Posted on: June 12, 2018

A defined contribution plan will have default investment options; however, you may also feel comfortable with risk and take a more proactive role in choosing and managing your investments. As an experienced financial advisor, I can help you make sense of your employee pension.

Read more

How to Roll Over Your Retirement Income when Facing a Job Transition or Retirement

Posted on: June 12, 2018

Staying with one company from your 20s into your 60s was at one point a normal career path. However, on average Canadians will work for four or five companies throughout their career, and this number is larger for millennials.

Read more

A Comprehensive Financial Guide for Recent Widows

Posted on: May 31, 2018

If you find yourself facing un-anticipated widowhood, or standing at the end of a drawn out battle against illness resulting in your partner’s passing, it is inevitable that you will be feeling overpowering pain, fear and loneliness. In learning to peacefully co-exist with your loss and adjusting to your new normal, you will encounter a number of financial hurdles that no matter your level of financial sophistication, may feel too high to jump.

Read more

Choosing an Exit Strategy: Transitioning Out of the Business You Built

Posted on: May 17, 2018

Canada’s population is aging and included in this demographic are a significant portion of Canadian entrepreneurs. According to a 2017 survey by the Business Development Bank of Canada (BDC), 41% of Canadian entrepreneurs expect to exit their business without acquiring another in the next five years.

Read more
  • 1 of 8

Blog Archive