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Retirement planning decisions are more complicated for most of us than the decision to, say, purchase a car. Not only are the financial and emotional issues more complex. Retirement planning is something most of us by nature have little previous experience with. We strongly believe that information empowers our clients and helps them better navigate their retirement planning issues. As part of our professional activity, we are committed to actively publishing and speaking on current retirement planning issues.

Millions Need Help Consolidating Assets (Advisors News, September 2010)
On the importance of planning for retirement.

Behavioural Finance and Commuted Values (Canadian Money Saver, September 2010)
How human psychology often prompts us to accept too little when taking a commuted (lump sum) value or a pension.

Pension Changes Are Happening (Canadian Money Saver, February 2010)
Deals with new proposals that affect the fundamental structure of the Canada Pension Plan, Old Age Security and the private pension system.

Pension Income Splitting – The Gory Details (Canadian Money Saver, September 2009)
Describes how income splitting can be used by a couple to reduce taxes owing.

Getting a Handle on Your Expenses (Canadian Money Saver, March 2008)
Based on our experience, we are frequently surprised at the lack of information that our clients have relative to their expenses. This is in marked contrast to the details that they can produce concerning their assets, liabilities and future sources of income.