Our financial planners have been quoted in the following media:

 

Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago. She's now wondering whether her money will last her to 95.

MoneySense, Julie Cazzin
December 2014

"June needs to optimize her tax efficiency and maintain a 60-40 split between her equity and fixed-income investments " says Certified Financial Planner, Ayana Forward.

Full text: MoneySense Portfolio Makeover

Out of the blue Phoebe Pike was offered a new job paying $157,000 a year. So she moved from Fredericton to expensive Calgary to take it.

MoneySense, Julie Cazzin
December 2014

"Phoebe worries because she doesn't know where she stands financially. But with a good long-term plan, she'll see that she has a bright future." says Certified Financial Planner, Ayana Forward.

Full text: Too Good To Be True

Randy and Gabriel have three real estate properties, lots of debt and no financial plan.

MoneySense, Julie Cazzin
November 2014

Even though Randy and Gabriel have a net worth of $719,500, they have a lot to be worried about. "About 90% of their assets are in one asset - southern Ontario real estate" says fee-only financial planner Vickie Campbell.

Full text: A Modern Family Plan

Jade Jefferson’s cancer scare taught her that you only live once.

MoneySense, Julie Cazzin
October 2014

"Earning a higher rate of return would give them a buffer in later life should the need arise, but it’s not necessary" says certified financial planner Marc Lamontagne. .

Full text: Spending It All

Ales is a great saver but his investment strategy borders on speculative.

MoneySense, Julie Cazzin
May 2014

"Thanks to his great saving habits, Eisner is unquestionably on track to achieve his goal", says Marc Lamontagne, a certified financial planner in Ottawa.

Full text: Am I On Track?

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