There’s nothing subtle about the appeals landing daily in our inboxes and mailboxes: “Please send your generous contribution today.” “Every gift counts.” “We’re counting on you to renew your support.” “You make a difference in the lives of….” They make […]
With the gargantuan increases in property values in most Canadian major cities, baby boomers are doing a lot of thinking. When do we make our move? Where do we make our move? Do we make our move? Hopefully, the kids […]
There is a new series on CBC called the Stats of Life. One episode was very revealing and reviewed the statistics behind three Canadian families. One struggling on an average income, a self-made woman, worth $100 million and a couple […]
I’ve talked in and around the concept of credit card debt many times but I don’t think I ever focused an article on how to identify when credit card debt becomes a problem and what to do about it. I […]
I think most people know I am not a fan of the Registered Retirement Savings Plan (RRSP) season. Do you want to know why? Check out my blog post from last year, “The Insanity of RRSP Season”. The essence is […]
One of the most common questions I am asked when engaging with a client for the first time is how often should we meet. Initially, as we draft their financial life plan, we meet more frequently. Once we have the […]
You can save money throughout the year, but the warm temperatures of summer provide some strategies that just don’t apply in the winter months. There are some obvious money-conserving strategies that probably have occurred to you already. For example, you […]
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to be a popular subject for many so we have decided to continue on that financial […]
In the news, there seems to be an ever more frequent reference to the increasing level of personal debt carried by Canadians and the perils of rising interest rates that may leave many in financial difficulty. The reality is debt […]
Marriage or deciding to live together introduces changes in a new couple’s financial situation that will affect all aspects of their life together. I have had this discussion many times with newly engaged, married or cohabitating couples. This type of […]
