Retirement? Ready or Not!

Retirement? Ready or Not! The greatest focus for individuals and couples as they approach retirement [...]

14
Oct
Could a spousal RRSP help you?

Could a spousal RRSP help you? Most people are familiar with how RRSP contributions can [...]

13
Oct
5 Ways to Be Smart When the Markets Go Down

5 Ways to Be Smart When the Markets Go Down We all wish the stock [...]

09
Oct
What happens to your RRSP when you retire?

What happens to your RRSP when you retire? Many Canadians spend so many years saving [...]

08
Oct
How to Spot an Investment Scam

How to Spot an Investment Scam It’s quite easy to spot the con artists on [...]

07
Oct
Don’t Count on Anyone to Teach You Financial Literacy

Don’t Count on Anyone to Teach You Financial Literacy Life-long financial literacy. It’s not taught [...]

05
Oct
Here are 7 Great Tips for Paying Off Your Mortgage Faster

Here are 7 Great Tips for Paying Off Your Mortgage Faster Financially smart investors typically [...]

02
Oct
Laddered Life Insurance – A Great Option for Young Families with Growing Insurance Needs.

Laddered Life Insurance – A Great Option for Young Families with Growing Insurance Needs. Life [...]

01
Oct
How COVID is influencing home ownership

Listen to this Podcast How COVID is influencing home ownership COVID-19 has affected most aspects [...]

30
Sep
Charitable Giving with Life Insurance–How to do Good for Your Own Benefit.

Charitable Giving with Life Insurance–How to do Good for Your Own Benefit. Canada has a [...]

30
Sep
An IPP Secures Your Retirement Far Better Than Selling Your Business.

An IPP Secures Your Retirement Far Better Than Selling Your Business. Are you relying on [...]

29
Sep
Creating Generational Wealth That Actually Lasts.

Creating Generational Wealth That Actually Lasts. Thanksgiving welcomes the holiday season into our midst. This [...]

28
Sep
Understanding RRIFS.

Understanding RRIFS. Registered Retirement Income Funds (RRIFS) are an investment vehicle that are designed to [...]

25
Sep
Risky Business: Types of Investment Risks.

Risky Business: Types of Investment Risks. Risk is something that is ever present in the [...]

24
Sep
6 Tips for More Successful Investments.

6 Tips for More Successful Investments. There is no one-and-done way to invest, but there [...]

23
Sep
3 Great Things About the TFSA for Millennials

3 Great Things About the TFSA for Millennials The tax-free savings account (TFSA) turned 11 [...]

21
Sep
Why Skip the Medical When Getting Life Insurance?

Why Skip the Medical When Getting Life Insurance? There are several options for getting life [...]

18
Sep
How Can the Next Two Weeks Reduce Your Tax Burden?

How Can the Next Two Weeks Reduce Your Tax Burden? As part of the federal [...]

17
Sep
RESP & Divorce – Who gets it?

RESP & Divorce – Who gets it? A Registered Education Savings Plan (RESP) allows you [...]

16
Sep
Term vs Permanent Life Insurance – the differences explained.

Term vs Permanent Life Insurance – the differences explained. Many people view purchasing life insurance [...]

15
Sep
Financial Planning Checklist.

Financial Planning Checklist. It is always a good day to review your financial plan! Knowing [...]

14
Sep
6 simple ways to stop financial stress from robbing your sleep.

6 simple ways to stop financial stress from robbing your sleep. Like a thief in [...]

11
Sep
Here’s how to Effortlessly Build a Top-Notch Credit Rating.

Here’s how to Effortlessly Build a Top-Notch Credit Rating. As you plan your financial future, [...]

10
Sep
Life Insurance – Don’t Delay in Protecting your Financial Future.

Life Insurance – Don’t Delay in Protecting your Financial Future. All the stress and upheaval [...]

09
Sep
Top 5 Ways to Get a Better Return from Your GIC.

Top 5 Ways to Get a Better Return from Your GIC. Currently, the yield curve [...]

08
Sep
Business owners: Skip the RRSP, set up an Individual Pension Plan

As a business owner, your RRSP may be limiting your ability to properly save for [...]

07
Sep
Five ways to stop being shackled by your student loan

Five ways to stop being shackled by your student loan As a recent graduate, you [...]

04
Sep
How to bust the back-to-school stress during Covid.

How to bust the back-to-school stress during Covid. Back to school this year is like [...]

03
Sep
Strategies to Chip Away at Debt During the Pandemic.

Strategies to Chip Away at Debt During the Pandemic. Like many Canadians, the Covid-19 pandemic [...]

02
Sep
When Your Adult Child Moves Back Home.

When Your Adult Child Moves Back Home. Particularly during the Coronavirus/Covid-19 pandemic, your adult child’s [...]

01
Sep
How to help your kids without hurting your bottom line

Listen to this Podcast How to help your kids without hurting your bottom line It’s [...]

01
Sep
Get rid of that high interest credit card

Get rid of that high interest credit card The debt load for Canadians is at [...]

31
Aug
Where Will You Live in Retirement?

Where Will You Live in Retirement? Your golden years are dawning like the bright chapter [...]

28
Aug
Business Owners and Investments.

Business Owners and Investments. Most people don’t understand the responsibilities of owning a business; there [...]

27
Aug
Environment, Social, and Governance (ESG) Investing.

Environment, Social, and Governance (ESG) Investing. ESG stands for Environment, Social, and Governance. It is [...]

26
Aug
Business Owners – How You Should Pay Yourself.

Business Owners – How You Should Pay Yourself. Determining the best way to pay yourself [...]

25
Aug
Let’s Talk Annuities.

Let’s Talk Annuities. The concept of an annuity is simple; you give an insurance company [...]

24
Aug
Universal Life Insurance.

Universal Life Insurance. Universal Life insurance is a combination of two important elements; a whole [...]

21
Aug
Pay Down Your Mortgage or Top-up Your TFSA.

Pay Down Your Mortgage or Top-up Your TFSA. The question of reducing debt or contributing [...]

20
Aug
Child Insurance Policies.

Child Insurance Policies. Many people do not want to think about life insurance for their [...]

19
Aug
Establishing a Private Foundation.

Establishing a Private Foundation. A private foundation is a not-for-profit organization that is set up [...]

18
Aug
Critical Illness Insurance.

Critical Illness Insurance. More and more Canadians concerned about the financial costs of major disease [...]

17
Aug
How the CPP Dropout Provisions Can Affect Your Entitlement.

How the CPP Dropout Provisions Can Affect Your Entitlement. CPP rules can be complicated and [...]

14
Aug
Investing in the Stock Market During COVID-19.

Investing in the Stock Market During COVID-19. The COVID-19 pandemic has toppled economies and has [...]

13
Aug
What Is FAANG?

What Is FAANG? Facebook, Apple, Amazon, Netflix, and Google make up a group of stocks [...]

12
Aug
Joint Ownership, Capital Gains and Income Tax.

Joint Ownership, Capital Gains and Income Tax. It’s cottage season again, and many owners are [...]

11
Aug
The Corporate Retirement Strategy.

The Corporate Retirement Strategy. Business owners regularly face complex retirement planning and insurance needs. It [...]

10
Aug
How Interest Rates Work.

How Interest Rates Work. If there is ever a time to start understanding how interest [...]

09
Aug
Linking Powers of Attorney, Beneficiaries, Wills and Estates.

Linking Powers of Attorney, Beneficiaries, Wills and Estates. There are two, equally important types of [...]

08
Aug
Why You Should Be Careful in Thinking Your House is an Investment.

Why You Should Be Careful in Thinking Your House is an Investment. Most people have [...]

07
Aug
Powers of Attorney and Dementia.

Powers of Attorney and Dementia. There is some circular logic associated with Powers of Attorney [...]

06
Aug
The Basics of Flow Through Investing.

The Basics of Flow Through Investing. Flow through shares, or flow through investing, is a [...]

06
Aug
Estate Freezes.

Estate Freezes. An estate freeze is a tax planning technique that allows a small business [...]

06
Aug
4 Tips on How to Balance Financial Priorities

4 Tips on How to Balance Financial Priorities Mortgages, debt, retirement, insurance… it can seem [...]

06
Aug
Supplementing Your Retirement with a Reverse Mortgage.

Supplementing Your Retirement with a Reverse Mortgage. Cash strapped retirees may find themselves looking to [...]

06
Aug
The Importance of Being Realistic About Your Finances.

The Importance of Being Realistic About Your Finances. The term “keeping up with the Joneses” [...]

06
Aug
Mutual Funds vs Segregated Funds.

Mutual Funds vs Segregated Funds. Segregated funds and mutual funds are very similar: they are [...]

06
Aug
Understanding the Value of a Holding Company.

Understanding the Value of a Holding Company. Holding companies can be a great tool for [...]

06
Aug
Good News About Life and Critical Illness Insurance

Listen to this Podcast Good News About Life and Critical Illness Insurance The COVID-19 pandemic [...]

04
Aug
What You Need to Know About Appointing a Power of Attorney for Your Finances.

What You Need to Know About Appointing a Power of Attorney for Your Finances. Many [...]

29
Jul
Using Joint-Last-to-Die Insurance to Protect Your Estate.

Using Joint-Last-to-Die Insurance to Protect Your Estate. Joint-Last-to-Die (JLTD) insurance is designed to protect the [...]

29
Jul
Little Known Ways to Raise Money Savvy Kids.

Little Known Ways to Raise Money Savvy Kids. Raising financially savvy kids can be a [...]

29
Jul
How RESPs Fit into Your Estate Plan.

How RESPs Fit into Your Estate Plan. RESPs are effective savings tools for children and [...]

29
Jul
Working with Your Advisor in the Age of Covid-19

Working with Your Advisor in the Age of Covid-19 Covid-19 has stopped the world in [...]

27
Jul
How Much Life Insurance is Enough?

How Much Life Insurance is Enough? Life insurance is the foundation of solid financial plan [...]

27
Jul
How to deal with sudden income loss

Listen to this Podcast How to deal with sudden income loss If COVID-19 and its [...]

01
Jul
How will COVID-19 affect your retirement?

Listen to this Podcast How will COVID-19 affect your retirement? There isn’t a single person [...]

01
Jun
Tax Time Crib Notes

Listen to this Podcast Tax Time Crib Notes The deadline for filing your 2019 personal [...]

01
May
COVID Strategy: Stay Calm and Safeguard Your Financial Plan

Listen to this Podcast COVID Strategy: Stay Calm and Safeguard Your Financial Plan As we’ve [...]

21
Apr
10 common tax mistakes to avoid

Listen to this Podcast 10 common tax mistakes to avoid Every year, thousands of Canadians [...]

02
Mar
Honesty is the best policy with your financial advisor

Listen to this Podcast Honesty is the best policy with your financial advisor Money is [...]

29
Jan
Could a Spousal RRSP Help You?

Listen to this Podcast Could a Spousal RRSP Help You? Most people are familiar with [...]

02
Dec
What happens to your RRSP when you retire?

Listen to this Podcast What happens to your RRSP when you retire? Many Canadians spend [...]

01
Oct
5 ways to increase life insurance sales

Listen to this Podcast 5 ways to increase life insurance sales If you’re looking to [...]

04
Sep
Avoid these 3 common life insurance mistakes

Listen to this Podcast Avoid these 3 common life insurance mistakes Life insurance is a [...]

04
Sep
How’s your cash flow? Easy ways to improve it

Listen to this Podcast How’s your cash flow? Easy ways to improve it Cash flow [...]

31
Jul
How women can plan for a longer retirement

Listen to this Podcast How women can plan for a longer retirement Canadian senior women [...]

03
Jul
How a financial advisor helps you invest

Listen to this Podcast How a financial advisor helps you invest When it comes to [...]

31
May
The costs — and rewards — of motherhood

Listen to this Podcast The costs — and rewards — of motherhood We all — [...]

30
Apr
Plan now — and avoid next year’s RRSP scramble

Listen to this Podcast Plan now — and avoid next year’s RRSP scramble If you’re [...]

29
Mar
5 ways to help your clients track spending

Listen to this Podcast 5 ways to help your clients track spending As a financial [...]

04
Mar
Wills and trusts — what do you need for a successful estate plan?

Listen to this Podcast Wills and trusts — what do you need for a successful [...]

05
Feb
What wise investors know

Listen to this Podcast What wise investors know Whether you are brand new to investing [...]

02
Jan
How to spot an investment scam

Listen to this Podcast How to spot an investment scam It’s quite easy to spot [...]

30
Nov
A simple approach to money management when you’re starting out

Listen to this Podcast A simple approach to money management when you’re starting out When [...]

01
Nov
Are you paying your “retirement tax”?

Listen to this Podcast Are you paying your “retirement tax”? As a Canadian consumer, you [...]

28
Sep
6 Estate Planning Essentials

Listen to this Podcast 6 Estate Planning Essentials A recent poll by Angus Reid Institute [...]

21
Aug
5 Tips for the Soon-to-Be Retiree

Listen to this Podcast 5 Tips for the Soon-to-Be Retiree Making the conscious decision to [...]

30
Jul
What to expect from a financial advisor

Listen to this Podcast What to expect from a financial advisor For many people, the [...]

28
Jun
What is Tax Freedom Day in Canada?

Listen to this Podcast What is Tax Freedom Day in Canada? Get ready Canada – [...]

29
May
7 Secrets Revealed by Your Financial Advisor

Listen to this Podcast 7 Secrets Revealed by Your Financial Advisor You rely on your [...]

01
May
Does Mental Health Qualify for an RDSP?

Listen to this Podcast Does Mental Health Qualify for an RDSP? If you or someone [...]

26
Mar
Does Your Mortgage Insurance Cover All the Benefits?

Listen to this Podcast Does Your Mortgage Insurance Cover All the Benefits? If you have [...]

08
Mar
RRSP A few Rules to Remember

Contribution limits: Your annual contribution limit is 18% of your earned income from the previous [...]

12
Feb
Protect Your RRSP with Critical Illness Insurance

Listen to this Podcast Protect Your RRSP with Critical Illness Insurance Now that RRSP season [...]

07
Feb
Turn Taxes into income

Listen to this Podcast Three Smart Ways to Turn Income Tax into Cash No one [...]

22
Jan