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"

Bill has been an amazing resource for all of our financial questions.  I wish I had met Bill much earlier in my working life because his advice has made a huge difference for our retirement.

John & Sally Smith

Retired City Planner
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All-Weather Investing

Posted on: October 09, 2023

There is almost always chatter in the media about the next possible correction or recession.

  • Read more about All-Weather Investing
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Tips for Dealing with Higher Inflation

Posted on: October 09, 2023

Inflation is a reality of modern life, and in recent years, it has become increasingly challenging to manage person

  • Read more about Tips for Dealing with Higher Inflation
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CPP at 60? Pros and Cons

Posted on: October 09, 2023

As individuals approach retirement, they must decide when to start receiving their Canada Pension Plan (CPP) paymen

  • Read more about CPP at 60? Pros and Cons
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Who is Your Trusted Contact Person?

Posted on: September 11, 2023

Monica was alarmed to hear from her mother's financial advisor expressing concern over some unusual financial reque

  • Read more about Who is Your Trusted Contact Person?
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Interest Rates and Your Financial Strategy

Posted on: September 11, 2023

Working towards financial independence includes assumptions about how the world operates and how we navigate within

  • Read more about Interest Rates and Your Financial Strategy
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How to Get Income Out of Your RRSPs

Posted on: September 11, 2023

Roger and Linda, like many Canadians, have saved for years for their retirement.

  • Read more about How to Get Income Out of Your RRSPs
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Tips and Traps for Handling Estates

Posted on: August 07, 2023

Here are some common TIPS Canadians should consider when assisting family members with handling their financial aff

  • Read more about Tips and Traps for Handling Estates
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Financial Resilience

Posted on: August 07, 2023

You've likely heard the term "financial resilience".

  • Read more about Financial Resilience
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Retirement Income Planning: Simplified

Posted on: August 07, 2023

Retirement is a significant life event that requires careful planning and preparation.

  • Read more about Retirement Income Planning: Simplified

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Unit 10 44 St. Thomas St.
St. Albert, AB T8N 6N8

Phone: (780) 590-0410

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Mutual funds are offered through Portfolio Strategies Corporation. Other products and services are provided through Red Willow Wealth Management.

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