Retirement Planning

Your Retirement Plan Should Create Income (Not Just Savings)

Jul 02, 2019 |Lee Schaffer
Whether you’re self-employed, a business owner, or an employee of a company, to enjoy the retirement that you envision, you will likely need income above and beyond what CPP and OAS provide. The only way to truly know what you will need is to put together...
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Trump & Trade

May 13, 2019 |Lee Schaffer
Trump's comments and trade uncertainty are obviously what has surprised the markets. While it is never easy to watch equities go down in the short-term, particularly when it's not fundamental (earnings/economy etc) based. There is an interesting piece...
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WHY & WHAT

May 13, 2019 |Lee Schaffer
Comprehensive Wealth Management is what we do! Lee has been involved in wealth management since the age of 15, after he and his 12-year-old brother inherited their father's estate. At a young age, Lee was left with the primary responsibility of managing...
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The New Energy Economy

Apr 29, 2019 |Lee Schaffer
Is The New Energy Economy Really A Possibility? https://media4.manhattan-institute.org/sites/default/files/R-0319-MM.pdf “In the world of people, cars, planes, and factories, increases in consumption, speed, or carrying capacity cause hardware to expand...
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"Be An Owner Not A Loaner"

Apr 26, 2019 |Lee Schaffer
My mother in her infinite wisdom always detested debt, personal debt, and lending money to others - likely afraid she would never be repaid. While the new generation of Canadians, and many of the baby boomers, whom I'm 5 years removed from as a 67' baby...
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What do you as a client most value?

Apr 24, 2019 |Lee Schaffer
1) “Keeping me motivated and on track with my financial goals” ? 2) “Understanding my personal life and family dynamics” ? 3) Helping clarify broader life values and goals and including teenage or older children in financial planning discussions ? 4)...
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"Sell In May And Go Away"

Apr 24, 2019 |Lee Schaffer
Years ago I recall hearing the cliche "Buy when it snows, sell when it goes". This implies we should buy equities in say November, and before Christmas/Hanukah, and then sell, generally, in the spring. Although, the Toronto weather is cold in the spring...
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