Practice

What clients find on Google: What’s a financial advisor?

When clients look for financial advisors online, results aren't always positive.

August 6, 2013

3 min read

McDonald’s employee budget ignores food, heat, reality

McDonald’s has teamed up with Visa to create a website illustrating how its workers should budget for a healthy lifestyle.

By Martha Porado |August 6, 2013

2 min read

Mike and Gary: Retirement Resource Centre Case Study

Mike and Gary have high incomes and high expenses – can they rein in spending in time to live their desired retirement lifestyle?

August 6, 2013

2 min read

Advisor analysis – Dean Owen

If Mike and Gary were new clients, I would start by congratulating them: $1.5 million in RRSPs doesn’t come overnight. They had to start at a young age and save fairly aggressively to get to this point. However, if they’re now earning $2 million as a couple and spending all of it, they’re spending close to $1.2 million after taxes per year.

By Dean Owen |August 6, 2013

2 min read