Our firm was featured in The Globe & Mail this week as one of recommended choices for potential financial planning choices.
By Dianne Maley at Globe & Mail
At age 59, Anne-Marie is at a turning point. She and her husband ran a business for decades before it closed, and he recently died. She sold the family house in the city to free up some cash, then moved to a small town and bought a condo.
With the house sale, her retirement savings amount to $1.1-million, and she wonders what to do with that sum.
Anne-Marie is a composite of a number of men and women who have written to The Globe and Mail’s Financial Facelift feature seeking advice.
Where should someone like Anne-Marie look for advice, and how much should she pay for it? Who should handle her nest egg and help her invest it? The options are many for those with larger sums of money, and they can be confusing. While a robo-advisor could work for her, older people can be less comfortable with technology and likely to need more in-depth financial planning.
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