Matthew J. Ardrey

Here is my latest Financial Facelift in the The Globe and Mail. A unique twist on the usual where caring for a child with disability is a concern after the couple passes. theglobeandmail.com/investing/pers…

How retirees should respond to the Iran crisis moneysense.ca/columns/retire… Volatile markets show the value of having an appropriate asset mix set up from the start. Cash can insulate during times of market upheaval My thoughts in this @MoneySense article by @JonChevreau

Join us Mar/16 at 5pm (EDT) for a webinar where we will discuss the reasons behind recent volatility, highlight the performance of our equity mandates, & share where we see the most compelling opportunities us06web.zoom.us/webinar/regist…

Below is my latest Financial Facelift in the Globe & Mail. The analysis centers around a recently widowed man and his changing future. Much more planning is needed outside the scope of this engagement, but this is a good first step. theglobeandmail.com/investing/pers…

Some thoughts I had after discussions with clients over the past year that can help with your future financial planning

6 Financial New Year’s Resolutions for 2026 findependencehub.com/6-financial-ne… My thoughts on @JonChevreau Financial Independence Hub what are 6 things you can do in your control to improve your personal financial situation in 2026.

6 Financial New Year’s Resolutions for 2026, via @MattArdreyCFP findependencehub.com/6-financial-ne…

Reverse mortgages can sound appealing for homeowners who are house rich but cash poor. Over time, compounding interest can make the true cost far greater than expected. My thoughts in this @TorontoStar article by @LoraGrady thestar.com/business/money…

The 4% rule is one of the most common for retirement planning. Like most rules of thumb it can give you some idea, but pales in comparison to a well crafted financial plan. My thoughts in this @MoneySense article by @JonChevreau moneysense.ca/columns/retire…

Below is my latest Financial Facelift in the Globe & Mail. In this analysis, the couple wanted to look at tax efficient decumulation & how to preserve their OAS. With the majority of their money in a corporation and registered accounts you can see why. theglobeandmail.com/investing/pers…

I get regular questions from my clients on how RRIF withdrawals work. You will find my conversation with @brucesellery at 30:35. I encourage you to listen to the whole podcast though for some great info on a variety of planning topics

My latest Financial Facelift in the @globeandmail theglobeandmail.com/investing/pers… Changing provinces means different #tax rates #realestate markets & expenses. How does all this affect #retirement

#RRIF payments in volatile markets are a concern for investors. My thoughts in these two @MoneySense articles by @JonChevreau moneysense.ca/columns/how-to… moneysense.ca/columns/retire… Asset allocation matters.

Now's the time to enter the 2025 FPAC Financial Planning Awards (with @fpacanada) Compete with planners from across the country Earn national recognition Win a trip to the 2025 IAFP® Symposium Deadline: April 30: iafp.ca/awards #FPawards

In this @globeandmail Financial Facelift I review this couple's #reirement plan. Despite a solid wealth base it is their #budgeting that is the main concern. Compound additional spending over 30+ years & it makes a difference theglobeandmail.com/investing/pers…

Are you one of Canada’s top financial planners? Enter the 2025 Financial Planning Awards (@fpacanada ) by April 30! Gain national recognition, connect with peers & win a trip to the IAFP Symposium in Nanaimo. Learn more : iafp.ca/awards

Why “unretirement” may be the fate of so many Canadians moneysense.ca/columns/retire… My thoughts in this @JonChevreau article in @MoneySense Retirement is not the guaranteed DB plan & many Cdns are struggling to afford it. Planning is needed now more than ever

@AaronHectorCFP @JuliaChungFP @joylerepsyd @bportnoy_ @jasonpereira @JRabinowitzQW @MarkMcGrathCFP @AdvancedPlanner That sounds like a fun idea! We could make something like that work

@JuliaChungFP @joylerepsyd @bportnoy_ @jasonpereira @JRabinowitzQW @MarkMcGrathCFP @AdvancedPlanner @MattArdreyCFP this seems like a very good and popular idea. Have each speaker pick an entrance song.

Besides being awesome, what do @joylerepsyd , @bportnoy_ , Natasha Knox, @jasonpereira , @JRabinowitzQW , @JuliaChungFP and @MarkMcGrathCFP all have in common? They are all going to be on stage at the @AdvancedPlanner Symposium September 24, to 27 in Nanaimo! Reserve your spot @ iafpsymposium.ca

What would do with a million dollars? Read this couple's plan & my analysis in my latest Financial Facelift in the @globeandmail theglobeandmail.com/investing/pers…

Capital gains inclusion rate change officially deferred to Jan 1, 2026 (but unofficially likely dead altogether if we get new government)