AGES Wealth

AGES Wealth At AGES, we balance living today with planning for tomorrow through full-service wealth strategies.

31/05/2026

Eric breaks down what U.S. situs assets are and why they matter for Canadians—covering estate tax risks, what counts as U.S. property, and how to avoid costly surprises with the IRS. A must-watch for cross-border planning!

29/05/2026

Eric walks you through how defined benefit pension plans calculate your retirement income—based on salary, years of service, and a formula. Understand what shapes your future pension in just a few minutes!

27/05/2026

Eric explains defined benefit pension plans—how they guarantee retirement income, how benefits are calculated, and the role of employers. Learn why this traditional plan still matters today!

25/05/2026

Eric breaks down defined contribution pension plans—how they work, how employers and employees contribute, and why they matter for your retirement. Simple, clear, and essential info in under 2 minutes!

16/05/2026

Many financial influencers generate income through views, sponsorships, affiliate partnerships, and engagement-driven content. In some cases, the priority may be attracting attention rather than providing balanced or suitable financial guidance. Understanding how finfluencers monetize their audiences can help viewers better evaluate the information being presented online.

14/05/2026

Financial influencers often present investment ideas and strategies online, but the incentives behind the content are not always clear. Sponsorships, promotions, and undisclosed compensation can create conflicts that viewers may not recognize. Understanding where information is coming from and why it is being shared is important when evaluating financial advice online.

12/05/2026

Financial content online has become increasingly popular, but not everyone providing investment opinions is licensed or qualified to give financial advice. Many “finfluencers” share strategies and recommendations without the regulatory oversight required of registered advisors. Understanding the difference between entertainment, opinion, and regulated financial advice is important when evaluating financial information online.

10/05/2026

More investors are beginning to incorporate assets like Bitcoin into their retirement strategies. Research suggests a growing shift toward alternative assets, as individuals look for diversification and new sources of long-term growth. Understanding how and why this trend is emerging is key when evaluating how different asset classes fit into a retirement plan.

08/05/2026

The next generation approaches investing differently than previous generations, with distinct preferences around asset classes, risk tolerance, and how they access information. Research highlights a shift toward alternative investments, digital platforms, and a more values-driven approach. Understanding these differences is important when planning for the transfer and management of wealth across generations.

06/05/2026

Many individuals who inherit wealth choose to move on from their parents’ advisor, often due to a lack of direct relationship, communication, or alignment with their own goals. Research highlights that this shift is less about performance and more about connection and engagement across generations. Understanding these reasons is key to building lasting advisory relationships

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