The Healthy Taxpayer

The Healthy Taxpayer Tax season can shine a spotlight on your financial worries. Just thinking [...]

20
Apr
Here’s What’s New for the 2021 Tax Season

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19
Apr
RRIF Reduction Saves Tax

RRIF Reduction Saves Tax As part of its pandemic response, in March 2020 the federal [...]

16
Apr
Claim Your Work-From-Home Costs

Claim Your Work-From-Home Costs If you are employed, but the pandemic meant you worked from [...]

15
Apr
New Tax Credits to be Claimed

New Tax Credits to be Claimed This tax season introduces the digital news subscription tax [...]

14
Apr
Defer Paying Your Tax Bill

Defer Paying Your Tax Bill Those generous COVID-19 benefits last year were sent with little, [...]

13
Apr
Here’s What’s New for the 2021 Tax Season

Here’s What’s New for the 2021 Tax Season There’s one more chore to complete before [...]

12
Apr
If You Can’t Pay Your Tax Bill

If You Can’t Pay Your Tax Bill Filing your income tax return is an important [...]

09
Apr
Rev Up your Tax Refund

Rev Up your Tax Refund Filing your income tax return is an important part of [...]

08
Apr
Work Your Financial Plan This Tax Season

Work Your Financial Plan This Tax Season Filing your income tax return is an important [...]

07
Apr
Your Tax Return: Face it Now

Your Tax Return: Face it Now Filing your income tax return is an important part [...]

06
Apr
Why File a Tax Return If You Don’t Owe?

Why File a Tax Return If You Don’t Owe? Filing your income tax return is [...]

05
Apr
Good Estate Planning Keeps Your Family Safe

Listen to this Podcast Good Estate Planning Keeps Your Family Safe You want to fully [...]

01
Apr
Learn the Warning Signs of Investment Fraud: Never Feel Pressured to Buy

Learn the Warning Signs of Investment Fraud: Never Feel Pressured to Buy It’s easy to [...]

01
Apr
Learn the Warning Signs of Investment Fraud: If You Get A Hot Tip to Make Quick Money

Learn the Warning Signs of Investment Fraud: If You Get A Hot Tip to Make [...]

31
Mar
Learn the Warning Signs of Investment Fraud: Flag High Returns at Low Risk

Learn the Warning Signs of Investment Fraud: Flag High Returns at Low Risk It’s easy [...]

30
Mar
Learn the Warning Signs of Investment Fraud: Check Them Out

Learn the Warning Signs of Investment Fraud: Check Them Out It’s easy to spot Investment [...]

29
Mar
How to spot an investment scam

[...]

26
Mar
Trusts

Trusts There are a number of planning strategies that can be used to bypass or [...]

25
Mar
Designating a Beneficiary on Non- Registered Assets

Designating a Beneficiary on Non- Registered Assets There are a number of planning strategies that [...]

24
Mar
Beneficiary Designation on Registered Assets

Beneficiary Designation on Registered Assets There are a number of planning strategies that can be [...]

23
Mar
What is Probate?

What is Probate? Probate is the process of getting your will approved by the courts. [...]

22
Mar
3 Major Financial Planning Issues Facing Women

3 Major Financial Planning Issues Facing Women Author: Emily Guy Birken Source: MoneyNing There’s no [...]

19
Mar
Women and Investing: Key Findings and Opportunities

Women and Investing: Key Findings and Opportunities Author: Maurie Backman Source: The Motley Fool Investing [...]

18
Mar
Five Uses of Trusts

Five Uses of Trusts Trusts have many uses. Below are some of the most common [...]

17
Mar
The Two Fundamental Types of Trusts

The Two Fundamental Types of Trusts Since recent tax changes imposed by the federal government, [...]

16
Mar
Secured Loan or Collateral Loan: Policy Implications

Secured Loan or Collateral Loan: Policy Implications It can be tempting to tap into the [...]

15
Mar
Secured Loan or Collateral Loan

Secured Loan or Collateral Loan It can be tempting to tap into the cash value [...]

12
Mar
Policy Loans: Loan Implications

Policy Loans: Loan Implications It can be tempting to tap into the cash value of [...]

11
Mar
Policy Loans

Policy Loans It can be tempting to tap into the cash value of a life [...]

10
Mar
Surrendering Your Policy: Policy Implications

Surrendering Your Policy: Policy Implications It can be tempting to tap into the cash value [...]

09
Mar
Understanding Your Options for Accessing Cash in a Life Policy

Understanding Your Options for Accessing Cash in a Life Policy It can be tempting to [...]

08
Mar
The Importance of Being Realistic About Your Finances

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

05
Mar
5 Financial Resolutions to Improve Your Cash Flow

5 Financial Resolutions to Improve Your Cash Flow By improving your cash flow — the [...]

04
Mar
4 Tips on How to Balance Financial Priorities

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

03
Mar
Avoid These 10 Common Tax Mistakes

Listen to this Podcast Avoid These 10 Common Tax Mistakes Filing your income taxes can [...]

02
Mar
Reduce Taxes and Maximize Your Wealth

Reduce Taxes and Maximize Your Wealth Paying the least amount of tax yearly is critical [...]

26
Feb
Your RRSP Deadline is Soon!

[...]

25
Feb
Create A Well Diversified Portfolio to Manage Your Risk

Create A Well Diversified Portfolio to Manage Your Risk Diversifying your portfolio is important because [...]

24
Feb
How Debt Affects Your Life Insurance Policy

How Debt Affects Your Life Insurance Policy One of the functions of life insurance is [...]

19
Feb
Plan Your Tax Strategy for When You Turn 71

Plan Your Tax Strategy for When You Turn 71 The age of 71 is when [...]

18
Feb
What Happened to All the Money from Your Raise?

What Happened to All the Money from Your Raise? You’re not alone if you’re thinking [...]

17
Feb
Learn How to Save For an Emergency Fund While in Debt

Learn How to Save For an Emergency Fund While in Debt If you feel you [...]

16
Feb
Should You Contribute to Your RRSP Or Pay Down the Mortgage?

Should You Contribute to Your RRSP Or Pay Down the Mortgage? Should you pay into [...]

12
Feb
Five Reasons to Do Annual Life Insurance Reviews

Five Reasons to Do Annual Life Insurance Reviews A life insurance policy can provide financial [...]

11
Feb
Avoid These Top 5 RRSP Mistakes

Avoid These Top 5 RRSP Mistakes Are you contributing to your Registered Retirement Savings Plan [...]

10
Feb
Discover What Kind of Insurance Will Protect You as A Single Person

Discover What Kind of Insurance Will Protect You as A Single Person You’re on your [...]

09
Feb
Stop Viewing Your TFSA As Just A Savings Account

Stop Viewing Your TFSA As Just A Savings Account If you have a Tax-Free Savings [...]

08
Feb
How to Know if an RRSP Isn’t Right For You

How to Know if an RRSP Isn’t Right For You March 1st is fast approaching: [...]

05
Feb
What’s Your Optimal RRSP Contribution For 2020?

What’s Your Optimal RRSP Contribution For 2020? Right now, millions of Canadians are doing the [...]

04
Feb
How a Financial Advisor Helps You Invest

How a Financial Advisor Helps You Invest When it comes to investing, many people think [...]

03
Feb
Give Yourself A Raise From Your Tax Refund

Give Yourself A Raise From Your Tax Refund Are you consistently receiving a hefty tax [...]

02
Feb
Six ways to power up your RRSP throughout your career

Listen to this Podcast Six ways to power up your RRSP throughout your career Why [...]

01
Feb
Ensure Your Life Insurance Will Protect A Young Child

Ensure Your Life Insurance Will Protect A Young Child How can you ensure that your [...]

01
Feb
Do Both Parents Need Life Insurance?

Do Both Parents Need Life Insurance? Life insurance is about protecting family members from financial [...]

29
Jan
Positive Cash Flow is Key to Building Your Wealth

Positive Cash Flow is Key to Building Your Wealth If you don’t know how much [...]

28
Jan
Learn Why Responsible Investing Is No Longer Niche

Learn Why Responsible Investing Is No Longer Niche The criteria for defining responsible, or sustainable, [...]

27
Jan
Pay Down Debt and Gain Peace of Mind

Pay Down Debt and Gain Peace of Mind Paying down debt is the highest priority [...]

26
Jan
Discover the Hidden Power of a Tax-Free Savings Account

Discover the Hidden Power of a Tax-Free Savings Account If you have a Tax-Free Savings [...]

25
Jan
Avoid These 6 Costly Tax Reporting Mistakes

Avoid These 6 Costly Tax Reporting Mistakes Filing your income tax return. It’s complicated and [...]

22
Jan
Skip Next Year’s RRSP Stress with This 4-Step Plan

Skip Next Year’s RRSP Stress with This 4-Step Plan March 1st is the deadline for [...]

21
Jan
Here’s How to Make Your Tax Refund Work Harder

Here’s How to Make Your Tax Refund Work Harder You’re a smart saver. You’ve been [...]

20
Jan
Test Drive Your Retirement

Test Drive Your Retirement You can see it: just up there, on the horizon. Those [...]

19
Jan
Here’s How to Master The 2020 Tax Season

Here’s How to Master The 2020 Tax Season It won’t be the usual tax season [...]

18
Jan
Here’s How an RRSP Can Work to Your Advantage

Here’s How an RRSP Can Work to Your Advantage Saving money on taxes, combined with [...]

15
Jan
How Can Green Bonds Benefit Your Investment Portfolio?

How Can Green Bonds Benefit Your Investment Portfolio? Interest in green bonds has exploded in [...]

14
Jan
Two Ways to Borrow From Your RRSP Tax Free

Two Ways to Borrow From Your RRSP Tax Free You can take money out of [...]

13
Jan
Should This Millennial Contribute to His RRSP or Save in Other Ways?

Should This Millennial Contribute to His RRSP or Save in Other Ways? Steven, age 31, [...]

12
Jan
Two Ways A Spousal RRSP Can Help Your Family

Two Ways A Spousal RRSP Can Help Your Family As the deadline for finalizing your [...]

11
Jan
Here Are Five Tips for Your RRSP Planning

Here Are Five Tips for Your RRSP Planning Your deadline for Registered Retirement Savings Plan [...]

08
Jan
How You Can Create Life-Long Protection for A Child with A Disability

How You Can Create Life-Long Protection for A Child with A Disability You want your [...]

07
Jan
Here’s How Consumers Drive the Market for Ethical Investments

Here’s How Consumers Drive the Market for Ethical Investments One of the hottest trends is [...]

06
Jan
Are you over insured?

Listen to this Podcast Are you over insured? If you are considering the full picture [...]

04
Jan
Live Off Your Investments and Also Leave Them to Your Estate

Live Off Your Investments and Also Leave Them to Your Estate There is a way [...]

04
Jan
Teens and Adults: Learn About the Power of Money

Teens and Adults: Learn About the Power of Money Here’s a proven approach for developing [...]

30
Dec
How to teach young children basic financial concepts

How to teach young children basic financial concepts Right now, in your home, you have [...]

29
Dec
Here’s a simple way to teach financial literacy to your family

Here’s a simple way to teach financial literacy to your family What do you talk [...]

23
Dec
How to work like a millionaire

How to work like a millionaire On average, millionaires have not just one, but seven [...]

22
Dec
Face your aging future with dignity

Face your aging future with dignity It’s a hard truth. You are likely to need [...]

21
Dec
Five ways to spend smarter

Five ways to spend smarter How you spend your money is critical to your financial [...]

18
Dec
Here’s why you need a legal health care advocate

Here’s why you need a legal health care advocate It is a sign of good [...]

17
Dec
Why smart financial planning includes a Power of Attorney

Why smart financial planning includes a Power of Attorney Your estate planning must include more [...]

16
Dec
It’s Never Too Late to Save For Your Retirement

It’s Never Too Late to Save For Your Retirement Some older Canadians have had financial [...]

15
Dec
Here’s Why Wealthy People Watch Cash Flow

Here’s Why Wealthy People Watch Cash Flow People who are wealthy live in a way [...]

14
Dec
This man changed his life with Critical Illness Insurance

This man changed his life with Critical Illness Insurance Are you prepared for the unexpected, [...]

11
Dec
Do You Know How Wealthy You Can Be in a Decade?

Do You Know How Wealthy You Can Be in a Decade? Have you really defined [...]

10
Dec
Four Smart Ways to Turn a Windfall Into Wealth

Four Smart Ways to Turn a Windfall Into Wealth The pandemic has brought unexpected opportunities [...]

09
Dec
Begin Your Life Together on the Right Financial Footing

Begin Your Life Together on the Right Financial Footing As a recently married couple, you [...]

07
Dec
How to Provide for the Family Cottage

How to Provide for the Family Cottage As you plan your estate—the legacy you are [...]

04
Dec
Health Spending Accounts – A Better Benefits Option for Business Owners?

Health Spending Accounts – A Better Benefits Option for Business Owners? As a small business [...]

02
Dec
Why saving for your child’s education is more important than ever

Listen to this Podcast Why saving for your child’s education is more important than ever [...]

01
Dec
Estate Planning: Make It Your Goal to Die Broke

Estate Planning: Make It Your Goal to Die Broke Your estate is the legacy you [...]

27
Nov
Is Your Financial Strategy Actually Creating Wealth?

Is Your Financial Strategy Actually Creating Wealth? The year is quickly drawing to a close. [...]

26
Nov
Why today’s segregated funds are worth another look

Why today’s segregated funds are worth another look You have insurance on your house and [...]

25
Nov
Make great cash flow your lifestyle choice

Make great cash flow your lifestyle choice Do you plan your cash flow — your [...]

24
Nov
Finances build the foundation of a “great” marriage

Finances build the foundation of a “great” marriage Money matters—it’s one of the biggest triggers [...]

23
Nov
Millennials – three ways to get the edge in today’s market

Millennials – three ways to get the edge in today’s market Many of today’s millionaires [...]

20
Nov
How to give more charitably, without it costing you more

How to give more charitably, without it costing you more Why do you donate? Perhaps [...]

18
Nov
Critical illness on your child ensures you stay by their side

Critical illness on your child ensures you stay by their side You may have critical [...]

17
Nov
Is your mortgage insurance really protecting you?

Is your mortgage insurance really protecting you? When you bought your new home, you may [...]

16
Nov