Olive Tree Wealth Management
Olive Tree Wealth Management has over 25 years of experience in wealth management with services including investments and retirement, tax and estate planning. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc.
03/05/2025
I’ve been hearing more and more people say “I’m too old to fly economy”. And they are paying up for more comfortable seats on longer flights. Below is my latest blog where I explore an unexpected challenge that could impact your retirement travel plans—and a practical way to navigate it. Would love to hear your thoughts on this.
There’s a Potential Wrench in Your Retirement Travel Plans: And a Fix for It Too – Olive Tree Wealth Management There’s a Potential Wrench in Your Retirement Travel Plans: And a Fix for It Too Published on: Wednesday, February 26, 2025 Clients of mine recently took a trip to Ireland. They are 78 years old and they rented a car so that they had the freedom to see the countryside and carry out the itinerary a...
09/11/2024
Who says you have to retire? Meet my Aunt Virginia. She could run circles around people half her age. She's still working and loving it!
Shifting the Retirement Paradigm – Part 2 – Olive Tree Wealth Management Shifting the Retirement Paradigm – Part 2 Last time, I introduced you to Joe, the “retired” electrician who now operates a coffee and gelato shop in downtown Toronto. Now, I want you to meet my Aunt Virginia. Whereas Joe tried retirement and decided it wasn’t for him, Aunt Virginia has never...
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134 Wilson Street West
Ancaster, ON
L9G1N3