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CastleBay Wealth Management

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Graeme Egan
December 11, 2020

Family Finance - Financial Post

Graeme Egan
December 11, 2020

This couple made a fortune in Apple shares - now they have to turn it into a stable retirement…

Source: https://financialpost.com/personal-finance/family-finance/this-couple-made-a-fortune-in-apple-shares-now-they-have-to-turn-it-into-a-stable-retirement

Graeme Egan
August 28, 2020

Family Finance - Financial Post

Graeme Egan
August 28, 2020

Frugal couple with no debt want a retirement plan that can survive one of their deaths…

Graeme Egan
August 14, 2020

Family Finance - Financial Post

Graeme Egan
August 14, 2020

How this couple can finance a six-figure renovation of their country house and still retire with plenty of cash flow…

Graeme Egan
February 28, 2020

Family Finance - Financial Post

Graeme Egan
February 28, 2020

Woman who splits year between Prairies, Mexico mulls B.C. retirement — but high house costs a risk

Source: https://business.financialpost.com/personal-finance/family-finance/woman-who-splits-year-between-prairies-mexico-mulls-b-c-retirement-but-high-house-costs-a-risk

Graeme Egan
September 13, 2019

Family Finance - Financial Post

Graeme Egan
September 13, 2019

Woman, 65, needs to cut costs and simplify finances. This plan will give her $157,000 a year…$4.45 million in real estate are 85 per cent of her assets.

Source: https://business.financialpost.com/personal-finance/woman-65-needs-to-cut-costs-and-simplify-finances-this-plan-will-give-her-157000-a-year

Graeme Egan
May 31, 2019

Fund Guide 2019 - Investment Executive

Graeme Egan
May 31, 2019

Hedge funds for the average investor…

Source: https://www.investmentexecutive.com/newspaper_/products-newspaper_/hedge-funds-for-the-average-investor/

Graeme Egan
February 28, 2019

Personal Finance - The Globe and Mail

Graeme Egan
February 28, 2019

Don’t forget your spouse - how couples can best manage RRSP benefits…

Source: https://www.theglobeandmail.com/investing/personal-finance/retirement/article-dont-forget-your-spouse-how-couples-can-best-manage-rrsp-benefits/

Graeme Egan
January 11, 2019

Family Finance - Financial Post

Graeme Egan
January 11, 2019

With $1.9 million net worth, couple has the means to hit $10,000-a-month retirement income target…

Source: https://business.financialpost.com/personal-finance/family-finance/with-1-9-million-net-worth-couple-has-the-means-to-hit-10000-a-month-retirement-income-target

Graeme Egan
November 16, 2018

Family Finance - Financial Post

Graeme Egan
November 16, 2018

Couple left devastated by stock market crash of 1987 still trying to escape its long shadow…

Source: https://business.financialpost.com/personal-finance/family-finance/couple-left-devastated-by-stock-market-crash-of-1987-still-trying-to-escape-its-long-shadow

Graeme Egan
October 30, 2018

Personal Finance - The Globe and Mail

Graeme Egan
October 30, 2018

What if the stock market busts just as you retire…

Source: https://www.theglobeandmail.com/investing/personal-finance/article-what-if-the-stock-market-crashes-just-as-you-retire/

Graeme Egan
October 26, 2018

Family Finance - Financial Post

Graeme Egan
October 26, 2018

How this B.C. couple with 60% of their wealth locked up in their home can keep the house and still retire well…

Source: https://business.financialpost.com/personal-finance/family-finance/how-this-b-c-couple-with-60-of-wealth-locked-up-in-their-home-can-keep-the-house-and-still-retire-well

Graeme Egan
October 23, 2018

ETF Strategy - The Globe and Mail

Graeme Egan
October 23, 2018

ETF picks to counter a Canadian bias in your portfolio…

Source: https://www.theglobeandmail.com/investing/article-etf-picks-to-counter-a-canadian-bias-in-your-portfolio/

Graeme Egan
July 27, 2018

Family Finance - Financial Post

Graeme Egan
July 27, 2018

At 53, an engineer realizes he has a lot of unprofitable real estate and not much else for retirement...

Source: https://business.financialpost.com/personal-finance/at-53-an-engineer-realizes-he-has-a-lot-of-unprofitable-real-estate-and-not-much-else-for-retirement

Graeme Egan
May 11, 2018

Family Finance - Financial Post

Graeme Egan
May 11, 2018

With low income and little savings, selling rental property this couple's best bet on road to retirement…

Source: http://business.financialpost.com/personal-finance/family-finance/with-low-income-and-little-savings-selling-rental-property-this-couples-best-bet-on-road-to-retirement

Graeme Egan
April 20, 2018

Family Finance - Financial Post

Graeme Egan
April 20, 2018

Downsizing their $1.6 million house would give this BC couple a big retirement boost...

Source: http://business.financialpost.com/personal-finance/family-finance/downsizing-decision-could-give-this-b-c-couple-a-big-retirement-boost

Graeme Egan
January 26, 2018

Family Finance - Financial Post

Graeme Egan
January 26, 2018

Ditching money-losing condo the first step in helping this couple reach a prosperous retirement...

Source: http://business.financialpost.com/personal-finance/family-finance/ditching-money-losing-condo-the-first-step-in-helping-this-couple-reach-a-prosperous-retirement

Graeme Egan
December 15, 2017

Family Finance - Financial Post

Graeme Egan
December 15, 2017

Alberta couple with $2.8M net worth worry dependence on energy industry will spoil their retirement

Source: http://business.financialpost.com/personal-finance/family-finance/alberta-couple-with-2-8b-net-worth-worry-dependence-on-energy-industry-will-spoil-their-retirement

Graeme Egan
November 14, 2017

Themed ETFs - solid strategy or gimmick?

Graeme Egan
November 14, 2017

Themed ETFs - solid strategy or gimmick?

Source: https://beta.theglobeandmail.com/globe-investor/themed-etfs-solid-strategy-or-gimmick/article36938160/

Graeme Egan
October 13, 2017

Family Finance - Financial Post

Graeme Egan
October 13, 2017

'Prosperous' retirement possible if couple sells $230K cottage and takes property tax loan...

Source: http://business.financialpost.com/personal-finance/early-retirement-can-still-add-up-for-this-couple-despite-health-issues

Graeme Egan
September 18, 2017

Advisor Insights - Globe and Mail

Graeme Egan
September 18, 2017

Are you an easy mark? How to spot investor fraud...

Source: https://www.theglobeandmail.com/globe-investor/globe-advisor/are-you-an-easy-mark-how-to-spot-investor-fraud/article36287716/?arc404=true

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

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