Caldwell Wealth & Estate Advisory Ltd. | financial planning Archives - Caldwell Wealth & Estate Advisory Ltd.

financial planning

Investment Focus - Quarterly Review
April 16, 2019

Investment Focus | Issue 1

The Difference a Few Months Can Make The closing months of 2018 were a classic example of behavioral science in action. The concept of “Loss Aversion” …

Retired piggy bank
February 8, 2019

Preparing for Retirement? Get the first question right.

For some reason, I was particularly puzzled that morning. Perhaps it was one too many late-night hockey games, or maybe the early morning darkness had me disoriented, …

September 18, 2017

Thinking about retirement on a warmer planet

I believe in climate change. That is to say, I believe the climate is changing and that human activity is contributing to that change. ‘Believe’ is …

June 20, 2017

Debating & Delaying CPP

My last few blogs have been very personal, and I want to thank you for reading. One of my goals when I started this newsletter was …

April 15, 2017

Happy Life Expectancy Day!

Recently, we were having a family discussion on age and when you are at the peak for certain things. We were sitting around the table after …

August 10, 2016

Building a Sustainable Family Legacy, Part 2

I’m back with a continuation of a previous post. If you haven’t already read my first post on Family Legacy, have a read, it might help …

July 14, 2016

Scary Markets: The Brexit Edition (aka “The sky is falling!”)

On Friday June 24th 2016 the financial markets fell into panic as if the world were coming to an end. It seems every year CNN, BNN, …

May 10, 2016

The Company Retreat and Audacious Goals

Okay, before you read this please be aware that it might be a little, or a lot, boring. After all, what can you say about going …

April 5, 2016

Building a Sustainable Family Legacy

I promised earlier in the year to tell you more about what Building a Sustainable Family Legacy means to me. What I think about this today …

January 3, 2016

Welcome to my Newsletter and Blog

Happy new year to you, and welcome to the results of one of my resolutions – an e-newsletter and blog. Why now, you might ask? Good …