Stocks vs. real estate: Considerations for Canadian investors

February 21, 2023 |Mark Porretta
The age-old question, Stocks vs. Real estate. While both have their advantages and disadvantages, both assets have performed extremely well over the last 20+ years. One distinct feature that differentiates the two is leverage. Being able to put down a...
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5 key questions every business owner should answer

October 14, 2022 |Mark Porretta
Owning a business is stressful, time consuming and at times, exhausting. Canadian business owners work hard and always keep the needs of their business top of mind. The majority of Canadian business owners don't have a formal business succession plan...
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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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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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