Home
About
Company
Team
Services
Wealth Management
Planning Essentials
Getting Started
Contact
Media

CastleBay Wealth Management

Home
About
Company
Team
Services
Wealth Management
Planning Essentials
Getting Started
Contact
Media
Graeme Egan
April 9, 2025

Family Finance - Financial Post

Graeme Egan
April 9, 2025

Alberta-based Corinne, 69, wonders if her retirement savings will last…

Go to article

Source: https://financialpost.com/personal-finance/family-finance/alberta-based-corinne-69-wonders-if-her-retirement-savings-will-last

Graeme Egan
March 11, 2025

Wealth - Financial Post

Graeme Egan
March 11, 2025

How generation Z and millennials can leverage a powerful investing tool…

Go to article

Source: https://financialpost.com/wealth/smart-money/how-generation-z-and-millennials-can-leverage-a-powerful-investing-tool

Graeme Egan
February 28, 2025

Family Finance - Financial Post

Graeme Egan
February 28, 2025

Our adult children can’t support themselves. How can we set them up for life?…

Go to article

Graeme Egan
September 25, 2024

Family Finance - Financial Post

Graeme Egan
September 25, 2024

Scary family medical histories have this 40ish couple aggressively planning to retire at 50...

Go to article

Source: https://financialpost.com/personal-finance/couple-plan-retire-at-50

Graeme Egan
July 31, 2024

Family Finance - Financial Post

Graeme Egan
July 31, 2024

Freedom 55? This couple wants to make that dream a reality...

Go to article

Source: https://financialpost.com/personal-finance/family-finance/freedom-55-couple-wants-make-dream-reality

Graeme Egan
July 3, 2024

Family Finance - Financial Post

Graeme Egan
July 3, 2024

Couple is aggressively trying to pay off mortgage before retirement, but is it too much?

Go to article

Source: https://financialpost.com/personal-finance/family-finance/can-couple-pay-off-mortgage-before-retirement

Graeme Egan
March 28, 2024

Family Finance - Financial Post

Graeme Egan
March 28, 2024

Pensions put this couple in enviable position as they shift to living off retirement savings…

Go to article

Source: https://financialpost.com/personal-finance/family-finance/pensions-put-couple-good-position-live-off-retirement-savings

Graeme Egan
February 14, 2024

Family Finance - Financial Post

Graeme Egan
February 14, 2024

This 70-year-old with some risky investments wants to know where to put his money…

Go to article

Source: https://financialpost.com/personal-finance/family-finance/70-year-old-risky-investments-where-put-money

Graeme Egan
October 19, 2023

Family Finance - Financial Post

Graeme Egan
October 19, 2023

Woman with $3.77 million in investments needs balance between private equity, GICs…

Go to article

Source: https://financialpost.com/personal-finance/family-finance/3-77-million-investments-balance-private-equity-gics

Graeme Egan
September 13, 2023

Family Finance - Financial Post

Graeme Egan
September 13, 2023

This retired woman needs to figure out what to do with potential $50 million in savings…

Source: https://financialpost.com/personal-finance/family-finance/woman-retirement-help-50-million-savings

Graeme Egan
August 16, 2023

Family Finance - Financial Post

Graeme Egan
August 16, 2023

Middle-aged, newly single woman needs to think beyond her debt…

Source: https://financialpost.com/personal-finance/family-finance/middle-aged-woman-think-beyond-debt

Graeme Egan
June 8, 2023

Family Finance - Financial Post

Graeme Egan
June 8, 2023

Looking for the right strategy to draw down retirement income…

Source: https://financialpost.com/personal-finance/family-finance/looking-right-strategy-draw-down-retirement-income

Graeme Egan
May 11, 2023

Family Finance - Financial Post

Graeme Egan
May 11, 2023

The high cost of playing it safe when retired with teenage kids…

Source: https://financialpost.com/personal-finance/family-finance/how-to-retire-with-teenage-kids

Graeme Egan
October 31, 2022

Special Report on Taxes 2022 - Investment Executive

Graeme Egan
October 31, 2022

Q4 is a critical time for realizing tax benefits. Make sure clients are aware of these key deadlines before the end of the year…

Source: https://www.investmentexecutive.com/newspaper_/news-newspaper/q4-is-a-critical-time-for-realizing-tax-benefits/

Graeme Egan
March 11, 2022

Family Finance - Financial Post

Graeme Egan
March 11, 2022

This B.C. couple in their 40s has $3.1 million in assets, but is it enough to retire in five years?

Source: https://financialpost.com/personal-finance/family-finance/this-b-c-couple-in-their-40s-has-3-1-million-in-assets-but-is-it-enough-to-retire-in-five-years

Graeme Egan
November 22, 2021

Special Report on Retirement 2021 - Investment Executive

Graeme Egan
November 22, 2021

TFSAs: an underused retirement planning tool

Source: https://www.investmentexecutive.com/newspaper_/building-your-business-retirement/tfsas-an-underused-retirement-planning-tool/

Graeme Egan
November 1, 2021

Special Report on Taxes 2021 - Investment Executive

Graeme Egan
November 1, 2021

Year-end tax tips - Dec. 31 is a significant deadline for many tax strategies…

Source: https://www.investmentexecutive.com/newspaper_/news-newspaper/year-end-tax-tips/

Graeme Egan
September 10, 2021

Globe Investor - The Globe and Mail

Graeme Egan
September 10, 2021

Five ETFs for investors looking to bet on the infrastructure boom…

Source: https://www.theglobeandmail.com/investing/article-five-etfs-for-investors-looking-to-bet-on-the-infrastructure-boom/

Graeme Egan
May 14, 2021

Family Finance - Financial Post

Graeme Egan
May 14, 2021

B.C. couple’s retirement is secure, even before the pension plan kicks in…

Source: https://financialpost.com/personal-finance/family-finance/b-c-couples-retirement-is-secure-even-before-the-pension-plan-kicks-in

Graeme Egan
April 23, 2021

Family Finance - Financial Post

Graeme Egan
April 23, 2021

Downsizing and eliminating the mortgage is key to this B.C. woman’s retirement plan…

Source: https://financialpost.com/personal-finance/family-finance/downsizing-and-eliminating-the-mortgage-is-key-to-this-b-c-womans-retirement-plan

Older Posts
Archive
  • April 2025
  • March 2025
  • February 2025
  • September 2024
  • July 2024
  • March 2024
  • February 2024
  • October 2023
  • September 2023
  • August 2023
  • June 2023
  • May 2023
  • October 2022
  • March 2022
  • November 2021
  • September 2021
  • May 2021
  • April 2021
  • December 2020
  • August 2020
  • February 2020
  • September 2019
  • May 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018
  • July 2018
  • May 2018
  • April 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • June 2017
  • April 2017
  • February 2017
  • December 2016
  • October 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • September 2015
  • August 2015
  • July 2015
Meet With Us

CastleBay Wealth Management Inc. is a registered Portfolio Manager in BC, Alberta & Ontario
#400 - 1681 Chestnut Street, Vancouver, BC, V6J 4M6     604.737.9884

Back to Top
CastleBay Wealth Management Inc., #400 - 1681 Chestnut Street, Vancouver, BC, V6J 4M6, Canada604.737 9884info@castlebaywealth.ca