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Do you REALLY need life insurance?

Do you REALLY need life insurance?

Feb 28, 2026 | Blog, business owners, Family, farmers, insurance, Professionals, retirees

You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
Organizing Your Final Decade for Retirement

Organizing Your Final Decade for Retirement

Feb 3, 2026 | 2026, Blog, Government Budget, tax

Building a retirement plan in your final working decade feels a lot different than it did in your 30s. Back then, it was just about “saving.” Now, it’s about coordination. You are no longer just throwing money into a pot; you’re building the engine that...
Retirement Planning

Retirement Planning

Jan 14, 2026 | Blog, Family, health benefits, life insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
2026 Financial Calendar

2026 Financial Calendar

Jan 2, 2026 | 2026, Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account

Welcome to our 2026 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
2025 Year-End Tax Tips and Strategies for Business Owners

2025 Year-End Tax Tips and Strategies for Business Owners

Dec 2, 2025 | 2025, Blog, business owners, financial planning, tax

2025 Year-End Tax Tips for Business Owners As 2025 comes to a close, many business owners are thinking about wrapping up their books, reviewing results, and getting ready for a new year. But before December 31 passes, there’s one more important task to tackle — your...
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Recent Posts

  • What Is Participating Whole Life Insurance?
  • When Should You Start Your Canada Pension Plan?
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  • Essential tips for paying less tax and keeping more of your retirement income
  • Ontario Budget 2026

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Suite 103, 375 University Avenue East
Waterloo, ON, N2K 3M7

Andrew Rickert, BMath, CFP®

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Anthony Rickert, BA, CFP®

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Stephen A. Rickert, BBA, CPA

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Mutual Funds are provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services offered through Andrew D. Rickert, Anthony E. Rickert and Stephen A. Rickert.

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