Retirement Planning

Your Retirement Plan Should Create Income (Not Just Savings)

 July 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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"Be An Owner Not A Loaner"

 April 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?

 April 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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