Latest news in Retirement Case Studies

John and Leslie: Retirement Resource Centre Case Study

John and Leslie have worked hard to build a substantial investment portfolio - what can they do to maintain their lifestyle in retirement and help…

  • November 15, 2013 October 29, 2018
  • 00:00

Advisor analysis – David Myers

It would be interesting to know whether John and Leslie acquired the non-registered savings by way of inheritance or personal savings. Based on incomes and…

  • By: David Myers
  • November 15, 2013 September 6, 2018
  • 00:00

Advisor analysis – Lee Helkie

It would be prudent to see a complete summary of Mike and Gary’s assets—it matters where their $3 million in RRSPs is invested because if…

  • By: Lee Helkie
  • September 3, 2013 September 6, 2018
  • 00:00

Advisor analysis – Brenda Hiscock

If Mike and Gary want to continue with a lavish lifestyle into the future, I suggest they cut back a bit for the remainder of…

Mike and Gary: Retirement Resource Centre Case Study

Mike and Gary have high incomes and high expenses – can they rein in spending in time to live their desired retirement lifestyle?

  • August 6, 2013 October 26, 2018
  • 00:00

Advisor analysis – Dean Owen

If Mike and Gary were new clients, I would start by congratulating them: $1.5 million in RRSPs doesn’t come overnight. They had to start at…

  • By: Dean Owen
  • August 6, 2013 September 6, 2018
  • 00:00

Advisor analysis – Warren MacKenzie

Karen and Sam have two major objectives: to maintain their current standard of living in retirement and to care for their disabled daughter. They’ve done…

Advisor analysis – Bernie Clermont

Business owners often wait far too long to start retirement and succession planning. Karen and Sam need to see a financial planner as soon as…

Advisor analysis – Mark Halpern

The first question I would ask Karen and Sam is, “Do you have a will?” With a will, they can name a guardian and structure…

Karen, Sam and Chloe: Retirement Resource Centre Case Study

Karen and Sam are saving for retirement and need to build a legacy for their daughter with a serious disability.

  • May 2, 2013 October 26, 2018
  • 00:00

Advisor analysis – Frank Wiginton

First, Reza and Shadan are from Iran so I would ask if they have any religious restrictions around earning or paying interest. They have a…

Advisor Analysis – Tina Tehranchian

I need to know the income this couple is targeting at retirement—what they’re spending now, what they expect to spend in retirement and their survivor…

Advisor Analysis – Stephanie Holmes-Winton

I would start by asking, "What do you want?" and then "Why" like an incessant two-year-old as long as they can handle it. For example,…

Shadan and Reza: Retirement Resource Centre Case Study

In 2011, 248,748 people became permanent residents of Canada1, arriving from all corners of the world. They are managers, professionals, skilled and technical workers, clerical…

  • February 4, 2013 October 26, 2018
  • 00:00