“Either you can retire or your money can retire but not both.” Recently, a wise friend reminded us of this astute phrase to highlight the point that we must make our money work for us.   Our sustainable program of “pension-style” investing maximizes your benefits. We promote this approach because it best assists you to prepare...Read More

If you want to know the financial net worth of the average Canadian see below. This chart is from an article by Fidelity Canada entitled, How Much do Canadians need to Save for Retirement?https://www.fidelity.ca/en/insights/articles/how-much-canadians-save-for-retirement/ Although this survey was taken in 2019 and it does not include real estate but only financial assets (minus: Tax Free Savings...Read More

Most Canadians choose to work with a financial professional primarily to seek retirement advice and indeed it’s never too late or too early to consider how to enjoy a happy retirement.  Through listening to their clients, financial advisors gain practical experience and understanding that allows them to provide retireees with timely and relevant information. These...Read More

The heart of our CommonWealth Team investment model is to participate in significant market upside while incorporating defensive strategies to limit downside volatility.  “Return takers” have no control over the performance of markets but we can and do control the process of investing for you. We can help you navigate volatile financial markets.   Our well-researched...Read More