The Estate Bond

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond. Many become risk-averse and move their assets into fixed income type investments. Unfortunately, this often results in the assets being exposed to higher rates of income tax...

Segregated Funds for Estate Planning

As we age and our thoughts turn to estate planning, Segregated Funds may present a valuable planning opportunity. As we progress through the stages of life our investment focus changes from growth to income to preservation. Usually, the expected rates of return reduce as we age, primarily because we...

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How to maintain a diversified investment portfolio during retirement

The different sources of retirement income you may be entitled to (some you may not even be aware of)

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