The Globe and Mail
May 5, 2025.
Andrew Feindel, Senior Wealth Advisor at Richardson Wealth, says early CPP might make sense “if someone is fully invested in equities and needs immediate cash. But they shouldn’t have been in that situation to begin with.”
He adds that retirees with balanced funds may have other options, such as selling more of the portfolio than needed and reinvesting the rest to rebalance the asset mix.
2025
In a world of creators, here’s how advisors can help clients protect their intellectual property
September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.
2025
How the sandwich generation can ensure a secure future across generations
September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.
2025
Your Retirement Paycheque: Building Stability in a Volatile World
Lynn MacNeil discusses investment strategies for clients who are transitioning into retirement, navigating volatility while building flexibility into investment plans.