See where the money will come from (and some humbling news!)
I hope everyone is enjoying summer! I’m humbled to share that a wonderful surprise has been given to me.💗 I was chosen to be an…
Ted’s Team is growing!
I made the most of a recent hiatus to round out my Retirement Longevity Income Team for retires' decumulation strategies. This team approach is in…
Tax-free Savings Account
Thanks to your interest and terrific questions on the use of a Tax-Free Savings Account (TFSA). This helps all retirees improve and understand the flexibility…
Today’s subject is a history question…
Q: What unique investment product was created and offered to Canadians by the Canadian government in 2009? Raise your hand if you know the answer.Yes,…
My New Year’s Resolution…
Happy New Year! As the 2024 New Year begins so do our New Year’s Resolutions!!! My resolution and agenda for this year is to educate…
Merry Christmas / Happy Holidays to you, your family and friends
We know this past year has been full of challenges. We are wishing you, your family & friends good health in 2024! On your behalf,…
Where’s Waldo??? Where’s Ted???
GREAT NEWS!!!! Today the Canada Revenue Agency (CRA) announced that the 2024 Tax-Free Savings Deposit has increased to $7,000 per person.
How retirement income planning should actually be done
Top questions and concerns from Retirees In meeting with pre-retirees and retired clients over the last couple of months the most asked questions and concerns…
Follow up regarding the Silicon Valley Bankruptcy
There is starting to be a domino effect on financial institutions around the world such as: Both of these announcing financial problems. This domino effect…
Storm Cloud Alert: Silicon Valley Bank
"Storm Cloud" - Ted's term for identifying what to watch for and how he's strategizing to mitigate the "storm" for you.