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Image of a sailboat sailing on a lake, with cloudy weather above.
Nathan Souliere | Jul 19, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Close-up image of an elderly hand being held by a younger-looking hand
Nathan Souliere | Jul 5, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Nathan Souliere | Jun 21, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Digital art of a lawyer standing next to a large document and gavel.
Nathan Souliere | Jun 20, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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laptops&Desk
Nathan Souliere | Apr 20, 2021

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive.
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Elderly woman and grandchild having dinner together
Nathan Souliere | Apr 20, 2021

The Difference Between Old Age Security and The Canada Pension Plan

Retirement
You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
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Row of townhomes
Nathan Souliere | Apr 20, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Senior couple in a meeting with a financial professional
Nathan Souliere | Apr 20, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Get In Touch

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.

#202, 4918 Roper Road
Edmonton, Alberta
T6B 3T7 CA

Phone: 780-439-3600
Fax: 780-424-8544

Mortgage referrals and insurance products, including segregated fund policies are offered through MPS Insurance and Financial Services, and Nathan Souliere offers mutual funds through Quadrus Investment Services Ltd.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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