It’s summer – use your time off to spruce up your financial plan

Lean how you can improve your financial portfolio this summer, featuring Ryan Gerstel, in this Globe and Mail article.

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Forecasting your spending in retirement

Learn more about Tru-Spend and how this financial planning tool helps individuals retire more successfully.

Talking Tax: portfolio management to boost overall tax health

Asset location, withdrawal strategies, and income splitting… Learn about ways to boost your after tax return and optimizing the amount of money that you can keep in your pocket.

Diversification

Concentration or diversification? A solid plan combines both by the weighting of your holdings to provide growth and protection. Learn about how we listen to our clients and form an understanding of their personal ability to endure risk.

Optimize your wealth

Financial planning is a balancing act between your personal goals and requirements. How much should you draw out of your portfolio in retirement? Will it be sustainable given the increase in human longevity? Find out more here!

Real estate as investment

Uncover the purpose of real estate holdings in your portfolio. Weight the costs and benefits of this asset, while exploring strategies to reduce your tax bill and reduce liabilities for the next generation.

Financial Planning

Why timing is more important than ever for the financial plan. Ryan Gerstel joins CTV Chief Financial Commentator Pattie Lovett-Reid for a look at the importance of financial planning, especially during retirement.

Planning for Your Needs

Ryan Gerstel explains the importance of creating a financial plan for your particular situation. He explains how COVID-19 has changed traditional planning for many Canadians.