Family Members and Money
I’ve been asked countless times about what to do when family members come looking for money. It’s a very complex issue because you don’t want…
The Art of RRIF Withdrawals
Every year at, the end of December, the amount someone can take out of their Registered Retirement Income Fund (RRIF) changes as determined primarily by…
Savings Options for a New House
The Federal government has thrown another tool in the toolkit for sourcing a down payment on a new house. The First Home Savings Account (FHSA)…
The Relentless Spirit of Christmas
There were two undeniable Christmas traditions in our household. Sometime during the run-up to Christmas, we have to watch The Muppet’s Christmas Carol, Frosty the…
Calming Christmas Stress
The holiday season, including Christmas, New Year’s, Hanukkah, and Kwanzaa, is typically a time of gift-giving, dinners, parties, and celebration, but all of this can…
Managing Money Trauma
We all go through many challenges and trauma in our lives. We cannot anticipate or plan for them. Life experiences with unresolved money trauma can…
Having the Talk
I’ve been dealing with this topic over the last two years in which I have had numerous family discussions amidst the loss of my two…
Tax Deductibility of Canadian Art
As a painter, I know the intrinsic value of Canadian art. I am enamored with the Group of Seven who referred to themselves as “adventurers…
Probate Fee Protection
There is one thing we do not like to see with our clients, Their estate being probated. Unfortunately, common sense or reasonability amongst financial institutions…
Surviving Back to School Stress
We are here. Summer has flown by and we are back into the school routine. It’s the most wonderful time of the year! But is…