Caldwell Wealth & Estate Advisory Ltd. | retirement Archives - Caldwell Wealth & Estate Advisory Ltd.


Change Management
April 22, 2019


I’m thinking of the chorus of that great song by David Bowie from many years ago: “Ch-ch-ch-ch-changes (Turn and face the strange)” Bowie nails it. Change …

Michael and Josef
March 12, 2019

Retirement Announcement

After faithfully serving his friends and clients, Josef Riha has retired! Josef has been a long-term business partner to Michael Caldwell, as well as a personal friend. …

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 …

October 18, 2016

Will I be Okay?

Considering the US presidential race and climate change predictions, this could be a pretty existential question. But in my line of work, I most often hear …