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

Don Carey Financial Services Life Insurance

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

Early Retirement Couple Requiring Financial Resources

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,

Thoughts and Insights from Don Carey Financial BLOG

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,

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Retirement

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

PreRetirement Couple planning with Don Carey Financial services Sarnia Ontario

Pre-Retirement

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

Father and son Young Families planning with Don Carey Financial Sarnia Ontario

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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Busy Professionals

Optimize your Financial Roadmap and Wealth Management Plan Wealth management is crucial for financial success. There’s a lot about finances that you don’t learn in

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Financial Preparation for Millennials

Financial Strategies for Millennials The struggle is real.  Many millennials have had a hard time getting a good paying job after graduation from college or 

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