Discover the secrets of securing your legacy and protecting your loved ones with ClearEstate, an innovative estate planning and settlement solution. Join David as he speaks with Devon Miller, Director with ClearEstate. They discuss the importance of estate planning and share insights into the common pitfalls of handling an estate without proper preparation. Learn how ClearEstate's team of lawyers and estate planners can help you create a comprehensive plan that ensures your loved ones are protected and your estate is handled according to your wishes. Don't leave your legacy to chance – tune in ..read more

Join Senior Wealth Advisor David Little as we discuss the common concerns of his clients. David primarily works with business owners and professionals who are within five years of retirement and are seeking answers for a peaceful and comfortable retirement. Many of these clients have done a good job of accumulating assets but lack clarity on how to utilize them once they stop working. According to David, the vast majority of Canadians lack a formalized retirement income plan. This can lead to a precarious situation for those entering retirement without any idea of how their retirement will loo ..read more

Join host David Little on the Blue Oceans Retirement Podcast as we dive into the crucial topic of retirement income planning. In this episode, David will address the number one question on everyone's mind: do I have enough saved to retire? Learn about the common concerns and misconceptions surrounding retirement planning and discover the importance of having a formal roadmap for peace of mind. Don't miss this informative episode as we explore the final chapter of life and  aim to ensure a comfortable retirement for all. David Little is a Senior Wealth Advisor with iA Private Wealth Inc ..read more

Join David Little, Senior Wealth Advisor with Blue Oceans Private Wealth at iA Private Wealth Inc., as he guides you through the four seasons of retirement. In this insightful podcast and video, David covers the financial, emotional, and practical aspects of preparing for each stage of retirement. Starting with spring, David discusses how to prepare for the transition into retirement, including financial planning and setting retirement goals. Next, he covers the summer season of retirement, where you can enjoy the freedom and leisure of this new phase of life. As you move into fall, the reali ..read more