It is less than two weeks to Christmas. All the major shopping malls have been decked out in holiday splendour since Halloween. Yet many of us are just starting or still doing their Christmas shopping. As you are doing your […]
We’ve all heard of Freedom 55. The connotation is to hopefully be in a position to retire at the age of 55. I know a lot of people reading this right now would label this as wishful thinking. Well, just […]
Thanks to summer vacations, weddings and outdoor barbecues, it’s easy to take on unexpected debt from June through August. In fact, a majority of Canadians say they spend more money on socializing during the summer months than any other time. […]
Our corporate tagline is Keeping Life Current. It guides our approach to financial life planning and plays on current planning. The river theme relates to the reality of life where it seems we are always up against the current. Life […]
Millennials are not inclined to get financial help or professional advice after receiving an inheritance, a recent survey from TD Bank says. The survey found that 83% of millennials who have received or expect to receive an inheritance feel confident […]
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 […]
Canadians are eagerly awaiting their tax refund or have already pocketed their it from the Canada Revenue Agency (CRA). In 2016, 65 per cent tax returns processed yield refunds with the average cheque or direct deposit from the CRA coming […]
For some families, March Break is a must do family get away time. Its half way between Christmas and summer vacation. Many people need or want a break from the snow doldrums. It sees a furry of fun seeking travellers […]
This last week has been very emotional for some investors with a stock market correction that included the largest drop on the Dow Jones, in one day ever, by more then 1,000 points. This often leads to financial advisors getting […]
Right now, we are in the middle of the so-called Registered Retirement Savings Plan (RRSP) season. Currently, Canadians are bombarded with financial institutions soliciting them to contribute to RRSPs by March 1st. The decision to contribute to an RRSP should […]
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