Planning for Retirement

Investments You Should Know About

Watch this to find out about the different types of investments you need to know about.

5 min. read

Video: Why You Should Work With a Financial Planner

Over the last year there has been a lot of survey data gathered indicating that people who engaged in the services of a financial planner have had a lot less stress through the pandemic. Learn why it is so important to engage in the services of a financial planner with presenter David Christianson.

1 min. read

Tips to Consider Before Investing in Canadian Real Estate

When thinking about investing in real estate, there are several factors that you should consider before deciding if an investment is right for you. Discover a few tips to consider when evaluating a property.

5 min. read

Do You Make Less than $70k a Year? These Investment Tips Are for You

If you think investing is only for those making big bucks, think again. Anyone can invest and grow their money, even if their contributions are small. By investing, even small amounts, you can plan for a comfortable future.

7 min. read

How Does Your Millennial Retirement Differ From Your Parents?

Like, when *exactly* can you retire?

5 min. read

Your Child Is Not A Retirement Plan

Investing in your child's dreams of superstardom shouldn't interrupt saving for retirement. Here's why.

5 min. read

Selling Sunset: How To Know The Right Time To Sell Your Family Cottage

A cottage is a special place for families, not just to have somewhere to vacation in summer, but where children grow up, make memories and everyone is part of a larger community of lake-dwellers. But how do you know when to let go of the responsibility of owning and maintaining a summer home?

5 min. read

Misconceptions About Retirement

A webinar about the basics of retirement planning with retirement expert Dan Steinkey.

5 min. read

How to Choose The Right Investment Portfolio Container: Mutual Funds vs Exchange Traded Funds

Investment expert and seasoned industry pro John Guttormson weighs the pros and cons of mutual funds and exchange traded funds, so you can make an educated choice when it comes to investment portfolios.

5 min. read

Wealth Planning 101

Creating a wealth plan will help you set yourself up for financial freedom. Here's how to get started.

5 min. read

Why You Should Start Planning Retirement Now

In your 20s and 30s, retirement planning might not be a priority, but here's why you should start saving now.

5 min. read

Registered Retirement Savings Plan 101

Saving for retirement might not be a priority right now, but here’s why it’s important to keep it on your radar.

5 min. read

Why You Should Start Saving for Retirement

Easy tips you can use to start saving for retirement ASAP.

5 min. read

Saving extra money during COVID? Here’s why you should put it towards your retirement

Working from home has brought more savings for some, cutting down on costs like transportation and work attire. If you’re finding you have a little more than usual left over at the end of the month, learn why you should be investing them into a retirement savings plan.

6 min. read

Why I’m Happy I Started Planning My Retirement At Age 25

At 25, you are probably focused on the start of your career than the end of it. Retirement could not be further off, so why worry about it when you already have a full plate and a full budget? Find out why you may be happy you did.

6 min. read

Webinar: Tips to Retire Well: Key Retirement-Planning Steps Everyone Should Take

Retirement might feel far off, but it’s never too soon to start planning and begin saving. The earlier you start saving, the less you’ll have to set aside each month and the longer your money will have to earn a larger amount of compound interest. In this webinar, Kevin Hegedus, Portfolio Manager with PWM Private Wealth Counsel, iA Private Wealth speaks about investing strategies that will help get you on the right track for retirement.

Video: After Tax Rate of Investment Return

It’s difficult to have complete control over your rate of return, but you can have some control by understanding where to hold your investments. Learn how to use the after-tax rate of return to your advantage for savings and checking accounts, GIC’s, non-registered investments that may pay dividends or trigger a capital gain.

Video: How Inflation Affects your Wealth

We all know that a cup of coffee was less expensive in 1970 compared to today. Well, we have inflation to thank for that. So, the same cup of coffee that cost 25 cents in 1970 now costs $1.56 today. In this clip, learn how inflation has an “anti-growth'' effect on your wealth, adverse effect on purchasing power and what that means for your ability to save for retirement from Portfolio Manager Kevin Hegedus with PWM Private Wealth Counsel, iA Private Wealth.

Video: Retirement Pending Needs: What Costs to Consider for Retirement

How much should you be saving for retirement to ensure you don’t run out of money? There are a few factors that could skew the calculations for how much you should save, including still having a mortgage or debts, medical or health care expenses and any other bucket list items you plan to do in your golden years. Learn how these factors and having an accurate assessment of your expenses play into building a successful retirement plan from Portfolio Manager Kevin Hegedus with PWM Private Wealth Counsel, iA Private Wealth.

Video: Retirement Planning Goal Setting & the Importance of Time Horizons

When do you want to retire? Do you want to retire on a beach or travel the world? Retirement planning starts with thinking about your goals and how long you have to meet them. In this clip, Kevin Hegedus, Portfolio Manager with PWM Private Wealth Counsel, iA Private Wealth, explains what to think about when it comes to setting goals for retirement and how important time horizons are to commanding the level of risk you can take on along the way.

Video: Rule of 72

You may want to share this formula with your kids or grandkids. The rule of 72 is a powerful formula that is used to understand how many years it will take to double your money - an important factor to understand when investing and saving for retirement.

Video: The Investment Triangle

When it comes to an investment you will find that you have three competing desires within yourself. They are identified in the three corners of the Investment Triangle, which are growth, safety, and liquidity. You will also realize that you have to give up at least one of these desires to get what you want. Learn how these three desires and factors play into your investments and how much risk is involved in your decisions from Portfolio Manager Kevin Hegedus with PWM Private Wealth Counsel, iA Private Wealth.

Video: Tips to Invest & Build your Wealth from a Portfolio Manager

Stocks and bonds aren’t your only options to invest your money and build your wealth over time. Find out what tips and strategies Portfolio Manager Kevin Hegedus with PWM Private Wealth Counsel, iA Private Wealth suggests to grow your investment portfolio.

Video: Where to hold your Investments

It’s important for investors to know where to hold their investments and when to hold them to meet your lifestyle needs while paying the least amount of tax. Discover how knowing where to place your investments and when could equal huge savings over your lifetime.

7 Signs You Should be Working with a Financial Advisor

A finacial advisors role is to provide sound financial advice, at any stage of life or circumstance, to help you achieve both your short and long-term financial goals. Discover the signs you need to be talking with a financial advisor.

7 min. read