March 4th, 2021
Financial Planning for the Future
When you must look to the future to make a decision today…
February 23rd, 2021
How Did You React to Market Volatility?
Take yourself back to the COVID-19 fallout of March 2020. In the midst of the market downturn, how did your reaction compare to what you had expected?
February 16th, 2021
Save Tax by Splitting Income with Children
When you think of income splitting, what first comes to mind is likely moving taxable income to a lower-income spouse. But several income splitting opportunities with children are available and worth exploring…
February 1st, 2021
GameStop: Investing or Speculating?
In order to address what happened with GameStop at the end of last week, we must first define short selling – which is, essentially, the act of selling a stock that you don’t own. This may sound a little strange – but it actually happens…
January 28th, 2021
How can I save more?
The process of "saving more" involves Four Steps; and we find that when clients follow these steps, they are usually very successful…
January 12th, 2021
Financial Planning in your 50s and 60s
We’re going on a journey through the time period from your 50s and early 60s — a journey with a difference. This journey looks at when rather than what…
December 17th, 2020
How to Minimize Tax on Retirement Income
When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future…
December 3rd, 2020
How to Build Retirement Income
One of the most difficult things to plan for is the number of years that will need to be funded during retirement. We are here to help…
November 24th, 2020
Senior Fraud Alert
Fraud is one of the most widespread crimes against seniors in Canada. Perpetrators typically view seniors as easy marks…
November 17th, 2020
Embracing the Unknown
Do you enjoy not knowing what happens next? Other than suspense in movies, people usually prefer feeling like they're in control. But in investing, certainty and comfort are rarely any good…