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  • A legacy toolkit: Ways to build lasting wealth across generations

    Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.

  • Estate planning considerations for blended families

    Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.

  • Starting over: Retirement strategies for blended families

    For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.

  • What the RRIF!? 10 common questions you may have

    Many people know at least a little about RRSPs. But what about RRIFs? If you’re in or nearing retirement, are you ready to begin the big conversion? Here’s a quick guide to the world of RRIFs.

  • Help, I’m in love with a money mess!

    Most couples will face a knotty financial problem that will test their love for each other. If arguing about money is upsetting a great relationship, here are some things to consider.

  • Retirement Myths: Five traditional ideas that may no longer make sense

    There are lots of well-worn thoughts on retirement. Unfortunately, many of these ideas should have been retired a long time ago. Here are some up-to-date ideas on how you should approach retirement.

  • Why you shouldn’t put off writing a Will

    Too many Canadians are dying without a Will, leaving children, heirs and assets in limbo. Here’s why you should consider writing your own will today.

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    Miguel Velazquez

    Financial Planner

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    (613) 837-8316

    (613) 837-8316

    4422 Innes Road
    Orleans, ON K4A3W3 Map

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    Miguel Velazquez

    (613) 837-8316

    (613) 837-8316

    4422 Innes Road
    Orleans, ON K4A3W3

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