Designating RRSP Beneficiaries
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 Building Basics
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,…
Condo Cautions
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)…
Talking Tax for 2022
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…
Life and Financial Lessons for Young Adults
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…
Trimming your Costs of Living
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…
The Strategy of Tax-loss Selling
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…
The Pursuit of Happiness
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…
Inflation Sways Investment Strategy
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…
The Psychology of Budgets
Here we are back at the topic of budgeting. It’s a big part of our financial life planning process. All of our financial advice begins…