PUBLICATIONS

PUBLICATIONS

READ DEAN'S ARTICLE FEATURED IN THE DENTAL DESK
"You have sold your practice. Now what?" 

In my experience, business owners do not think about and are not truly prepared mentally for the next phase of their life. They have been operating their business(es) for decades and with that comes control, power and authority. The moment you  exit, the purpose of your life has shifted, everything you know about your life changes in an instant.

Are you prepared for that?
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Zoomer magazine cover with a woman smiling
READ DEANS FEATURE IN EVERYTHING ZOOMER
Top Inflation-Busting Tips From 5 Canadian Personal Financial Experts - Cut Your Investment Fees 

Zoomer Magazine is Canada's authority on aging, the only publication in the country that speaks specifically to gen-Xers and baby boomers, addressing their issues and concerns. We bring you a unique blend of lifestyle content, tailored just for you.
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READ DEAN'S FEATURE IN GREEDYRATES
- Aaron Broverman of GreedyRates : Should I Buy Life Insurance for My Child? 

“Both whole life insurance and universal life insurance contracts lock in a set rate at the time the child is approved. This a big benefit because if the child is one year of age, it means they are locking in their cost of insurance at age one, which is extremely cheap relative to when people typically buy insurance, like when they get married, get a mortgage or have children of their own,” says Kendall.
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READ DEAN' S ARTICLE IN THE CARP CALGARY NEWSLETTER
 “Financial Information - What is YOUR Number?”

I help people who are struggling with a significant financial issue. In the course of my work, a couple came into my office asking what their number was.

What they actually meant was that they had several goals, the main one being financial independence, and they wanted to know how much money they needed to accumulate to achieve all their goals.
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READ DEAN'S ARTICLE IN THE CARP CALGARY NEWSLETTER
 “Are you Invested in Active or Passive Investments?”

The Active Investing MYTH….A widely held myth among investors (perpetuated by banks, brokerage firms, portfolio managers, financial advisors, financial planners, wealth managers, and private investment counsellors) is that active investing can beat passive investment returns over time. It is a MYTH! When the higher costs of active investing are taken into account, it is nearly impossible to beat passive investing over time. It’s time the financial media and financial advisors come out and tell people that active investing is a losing strategy.
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Cover of Community Now Magazine
DEAN MAKES THE NEWS AGAIN...
Community Now! Magazine features Advice from Peer Guidance and Friends, 

Dean had the pleasure of being published in Peer Guidance along with so many great leaders from Calgary.

Many people are struggling with a significant financial issue in their life, whether it is a cash flow issue, lay-offs, divorce, stock market or investment uncertainty, spouses disagreeing about money or other financial issues exacerbated by the COVID-19 crisis.
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READ DEAN'S INTERVIEW BY FACILITY CALGARY 
-In conversation with Dean Kendall | November 29, 2019
It was really great to be interviewed by Facility Calgary publisher Mark Kolke who has conversations with shapers and movers impacting Calgary business life.  Thank you to Mark Kolke for your time, energy and asking some really thought provoking questions.
 
As Mark said….an ‘ideal life experience’ is a pleasant term – but not one I would expect as a name for a company; my curiosity was aroused; I wanted to know more. I met with the ideal life experience man, Dean Kendall. I found, to my pleasant surprise, not what I expected.
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Dean Kendalls Headshot featured in the article
PUTTING THE CLIENT'S INTERESTS FIRST
What is Ideal Life Experience and what does it do?

Kendall: I’m a specialist in the financial services industry. I help people who are struggling with a significant financial issue. It could be an inheritance, financial independence, post- secondary funding, changing advisers, divorce, purchase or sale of a home, purchase or sale of a business, retirement rollover/severance, discovery of excessive fees, couples not agreeing about financial issues, the ability to retire or any other financial issue that keeps you up at night.
We are also Calgary’s only flat fee for advice provider.
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 by Dean C. Kendall | September 17, 2018 | MoneySense Magazine, News |

What would you call a person whose job it is to sell products on which they make a commission? If you said "Sales Person" you would be correct. It might say "Wealth Manager" or "Financial Advisor" or even "Trusted Advisor" on their business card, but you must learn to ignore...
Do we need spousal RRSPs if our salaries are the same?
by Dean C. Kendall | July 24, 2017 | MoneySense Magazine, News |

Q: I have a question about whether my wife and I should consider using a spousal RRSP. I’m 32, self-employed, paying myself an $80,000 annual salary and have a personal RRSP of around $160,000. My wife is also 32 and she’s employed with a company that provides a defined benefit pension. She is making around $70,000 per year and has a personal RRSP of $60,000. Considering our employment status and how our salary levels don’t differ too much...
Paying down an income property with RRSPs
 by Dean C. Kendall | August 8, 2017 | MoneySense Magazine, News |

Q: My husband and I are teachers and we will be retired and collecting pensions in approximately 8 – 10 years. We have been mortgage-free since 2008, have RSPs, some TFSAs and we are approaching maximum contributions allowed in our children’s RESPs. In 2015, we purchased an investment property. I’m wondering whether it would be wise to cash in our RSPs and use the after-tax amounts to...
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