How my father’s dementia diagnosis woke me up to the real cost of care

 November 14, 2022 |Mark Porretta
Getting older is an unfortunate reality we all must come to grips with at some point. Whether it is us personally or close loved ones, we want the best. As our loved ones get older, we are often times faced with the tough decision of caring for them personally...
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Four effective estate planning strategies for high-net worth clients

 September 29, 2022 |Mark Porretta
The more wealthy you are the more complicated your financial situation usually is. In most circumstances, when you have amassed a large wealth, you usually own a business. While this is not always the case, in the situation that you are a business owner...
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How more retirement coaching can help your clients

 August 31, 2022 |Mark Porretta
Between an aging population, stress, health concerns or just re-evaluating your priorities; more people are now thinking about retirement. For some, when you turn 65 or hit a certain financial goal its an easy decision to move on from working but for...
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Five tips for Millennials to get their retirement goals on track

 August 18, 2022 |Mark Porretta
According to Stats Canada, Canada’s largest generation is now Millennials. Unfortunately, retirement in their eyes, is just too far away. For some, it can be 40 years away. Given today’s cost of living or major purchases like buying a house, the idea...
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Does your family have a succession plan? Tips for maintaining family harmony

 June 01, 2022 |Mark Porretta
Owning and operating a business is tough. It's stressful, time consuming and has its moments of good and bad times. But as the business becomes more tenured and successful, the need of succession planning for the next generation becomes even more important...
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Worried about your health as you age? Create a care plan

 January 31, 2022 |Mark Porretta
Unfortunately, whether we like it our not, every day we are getting older. Everyone is in a different position. Whether you are aiding for someone who is in or entering the final chapters of their lives or you are personally about to enter them, creating...
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Market Update with Jim Allworth

 December 10, 2020 |Mark Porretta
We were fortunate to have RBC's Chief Investment Strategist on for a Webex to discuss his thoughts on the current economic and market outlook for balance of 2020 and beyond. Please click the link below and use the password Madc2EUH. Please note that the...
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Pro athletes: How to navigate short careers, long retirements

 September 04, 2020 |RBC Wealth Management

It can be overwhelming to be on the receiving end of a financial windfall. What pro athletes need to know.

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It all starts with a plan

 March 02, 2019 |Mark Porretta
Most people look at retirement as the "light at the end of the tunnel". People work decades at their 9-5 jobs in the hopes of one day: taking that trip of a lifetime, joining that prestigious golf club or spending more time with their loved ones. However...
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