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Blog

Jed Levene | Dec 22, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Jed Levene | Dec 3, 2021

The Canada Pension Plan in 2022

Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
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An exit sign in a modern office building
Jed Levene | Nov 3, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Woman in a suit holding a piece of paper. She is in an office setting.
Jed Levene | Aug 26, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Jed Levene | Aug 12, 2021

Managing Liabilities with a Smart Insurance Plan

Insurance
The notion of needing protection from the impact of a car accident or a fire at home is something most of us learn with the purchase of our first vehicle and
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Jed Levene | Aug 10, 2021

Planning for Long-Term Care

Insurance
As we age, the odds of incurring an injury or major illness, which will prevent us from performing simple daily functions, increase substantially. Today, one in
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Jed Levene | Aug 5, 2021

Saving Money versus Paying Off Debt

Retirement
Saving money versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Posing the question to a group of
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Jed Levene | Aug 3, 2021

Estate Planning 101

Estate Planning
People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without
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Jed Levene | Jul 29, 2021

The Keys to Building Wealth

Investments
Retirement
For many Canadians, building true wealth might seem unobtainable, or even illusory considering that many people, who very recently were sitting on six and seven
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Jed Levene | Jul 27, 2021

Biggest Life Insurance Mistakes

Insurance
For most people, buying life insurance is difficult enough, even when it’s done right. But when it is done with only one eye open, or haphazardly just to ‘get
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Jed Levene | Jul 22, 2021

How Much Life Insurance is enough?

Insurance
Before attempting to answer this question, you must have a thorough understand of exactly what you are insuring. The purpose of life insurance is usually to
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Jed Levene | Jul 20, 2021

Retirement Income Planning Requires Realistic Spending Assumptions

Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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Pagination

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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This content was prepared by Jed Levene who is an Investment Funds Advisor at Rockwater Wealth Management a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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