Investing in your 60s—and beyond


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With life expectancy increasing, Stephanie comments on how best to adjust your financial plans for your future beyond late retirement.

Harsh medicine: Doctor’s retirement goals demand multi-step approach


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Stephanie was featured in The Globe & Mail’s Financial Facelift giving advice for a single-parent doctor who needs help figuring out her financial plans for retirement.

Stocks are soaring. Is it time for an autumn harvest?


Stephanie recently shared some tips with The Globe & Mail on strategies for personal investing. Click here to read the article

“The choice to sell or reduce the position should be the same no matter your preparedness for retirement,” she says. “Think of investing from an asset allocation point of view. Your equity portfolio should not be used as a bank account. The equity portion of your portfolio should not be the funds that you are drawing on in the short term.”