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Newsletter August 2025.pdf
Videos
3 Ways To Save For A Child
In this video, I compare three ways Canadian families may consider saving for a child.
Each option has different advantages, limitations and tax considerations. The right approach will depend on your family’s financial priorities, available contribution room, time horizon and need for flexibility.
The Biggest Retirement Risk
Is not the Stock Market
In this video, I explain why one of the most important retirement risks may not be market volatility, but the risk of outliving your income. With proper planning, retirees can better coordinate income, investments, taxes, and timing decisions to create a more sustainable retirement strategy.
CPP Timing Mistakes
That Can Cost You Thousands
In this video, I explain one of the most common CPP timing mistakes I see in retirement planning and how proper coordination can improve long-term retirement income.
Is Mortgage Insurance Really What It Seems?
Is your mortgage insurance really providing the protection you think it is? In this video, I explore some important differences between bank mortgage insurance and personally owned coverage, helping homeowners make more informed decisions about their family's financial security.
Protecting Your Retirement Assets
With Critical Illness Insurance.
In this video, I discus how you can protect your future retirement against a life threatening critical illness. And the not so secret way you can do this for almost nothing.
Do You Know How An Interest Rate
Change Might Affect You?
In this video, I discuss the July 2025 Bank of
Canada interest rate announcement. I go into
detail about what guides the decision and how
it affects you, me and the economy as a whole.