Thoughts & Insights

From Your Trusted Financial Advisor Don Carey

Health Insurance

Health Insurance Personal health insurance helps you to pay for everyday health care expenses that are not covered under OHIP.   Similar to the benefits that

Life Insurance

Life Insurance Life Insurance buys you the time should life come up short, to make sure the short and long-term goals that you have identified

Retirement Lifestyle Planning

Retirement Lifestyle Planning Retirement Lifestyle Planning is creating a BALANCE. It is balancing leisure, such as hobbies and interests; emotion pertaining to social relationships, financial and physical

Estate / Succession Strategies

Estate and Succession Planning Developing an estate or succession plan requires one to make some tough decisions about one’s future.  Throughout this close conversation process,

Retirement Strategies

Retirement Strategies Planning for retirement starts with thinking about your retirement goals and how long you will have to meet them.   Then you need to

Investment Strategies

Investment Strategies Investment strategies are required to help you meet not only your short-term goals like a home purchase, but also long-term goals as well,


It’s about much more than the money… Retirement can be a significant adjustment for many people and there’s a lot to think about when it


How Much Do I Need to Retire With the Lifestyle I Want? Planning during the Pre-Retirement phase of life is crucial. You want to be

Growing Families

Balance Your Financial Future and your Growing Family There’s so much to think about when you are running a busy family. Whether you are a

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