Practice

What 70-somethings expect from their advisors

Responses to questions from 70-somethings

October 13, 2017

5 min read

Can this couple still afford early retirement?

Investing in real assets is a 5-to 10-year commitment

October 13, 2017

5 min read

Client confidential: Kimberly Allen

Occupation Project manager City Vancouver Age 41 I’ve been investing for: I haven’t started yet! I’ll be debt-free: By the end of summer 2018 Investable assets: About $6,000 in a chequing account, $6,000 in my wife’s RRSP, and $15,000 owed on a line of credit. Between our jobs and Airbnb-ing a room in our rental […]

By Susan Goldberg |October 13, 2017

3 min read

Help a client whose child was arrested

Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg one Saturday night, but luckily no one was hurt. Understandably, the Morneaus are anxious and confused. They call you for help. What do you tell them? *This is a hypothetical […]

By Allan Tong |October 13, 2017

5 min read