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Last year I wrote the following article regarding one of our retired clients that had to dip into their savings to support family members. We have been reminded of this situation with a similar event impacting on another client who is now preparing for retirement. “Last week, one of our long standing clients who have…
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Life is so uncertain. It is nearly impossible to predict the next turn it will take. Neither can you control it. Ever wondered what will happen if you come home with an injury that will take quite some time to heal and a without pay leave? Ever wondered what course life will take if you…
An Interview with Michael Karagianis Senior Investment Strategist, Head of Portfolio Solutions, MLC. In this Video Dennis Jones, Senior Financial Planner, CCA Financial Planners asks about the priorities for High Net Wealth clients in retirement — protecting capital and generating reasonable returns, Overview of the Private Investment Consulting offer for high net worth clients, How…
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