As our population ages, especially within the confines of Covid, we are seeing a ever increasing number of seniors dramatically seeking help with debt. Another growing problem is seeing parents and grandparents funding their younger family members acquisition of real […]
With the 2020 Registered Retirement Savings Plan (RRSP) season coming to an end it might make sense to take the time to review how your RRSP structured. There comes a point in your life when you have to consider appointing […]
With the end of the Registered Retirement Savings Plan (RRSP) season looming on March 1st this year, most people are making last minute RRSP contributions, often not thought provoked, to try and recoup some of the taxes they have already […]
A news article posted by the CBC came to my attention a few days ago and echoed what I have been thinking about condominium (condo) ownership over the last few years. This article was about a 42 year old building […]
I consumed this subject matter in my prior life as a tax consultant. But that has waned. It’s still important to summarize for clients, prospects and associated readers of the tax changes happening in 2022. So let’s talk tax. Is […]
Different generations, no matter how old or young, are all very different, and that’s part of life’s excitement. But the core teachings about success remain largely the same. Young adults are starting their careers or engaging in entrepreneurship. I have […]
At this time of year, we have all trimmed our trees for Christmas. Its struck a cord with me. Trimming. I thought it prudent as we enter a New Year to review trimming our personal expenses to lower our cost […]
As we move towards the end of the year, its time to remind people about some tax strategies they can employ before December 31st. In our year-end planning with clients, we review the available tax options available to mitigate their […]
Happiness is not always measured with dollar signs. When we spend time explaining the reasoning behind Financial Life Planning with people, our conversations lead to the underlying objectives of such a Plan, and that for many, happiness in life is […]
Covid has introduced some changes to the way we consider investing. Supply shortages and lulls in manufacturing have triggered an increase in inflation. Canadian savers have long been dogged by low interest rates on low-risk investments like guaranteed investment certificates […]
