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Fall Client Presentation, EH! 2026
By Aby Alameddine on September 15th, 2026
Canada has been facing many headwinds. A volatile tariff regime and strained relations with the United States, changing immigration policies, a housing shortage, a slowing economy and rising unemployment, to name a few. What does all this mean...
Can Naresh and Whitney, both 51, retire in five years and leave no money behind?
By Ian Calvert on June 5th, 2026
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With a $1.3-million inheritance coming, can Ennis, 61, and Kara, 54, retire soon?
By Ian Calvert on March 27th, 2026
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When does private real estate make sense for retail investors?
By Loren Francis on March 17th, 2026
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Darren and Merella want to spend $180,000 a year in retirement. Should they sell their properties?
By Ian Calvert on January 30th, 2026
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Why Cyril, 65, and Dina, 59, must downsize to make the most of their retirement
By Ian Calvert on January 16th, 2026
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As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?
By Ian Calvert on January 2nd, 2026
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Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?
By Ian Calvert on October 28th, 2025
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Fall Client Presentation, EH!
By Jordan Goddard on September 24th, 2025
Canada has been facing many headwinds. A volatile tariff regime and strained relations with the United States, changing immigration policies, a housing shortage, a slowing economy and rising unemployment, to name a few. What does all this mean...
