Category Archives: blog

Tax Credits and Benefits for Age 65

    You’ve worked hard all your life, and it’s about time you reaped the fruits of your labor. Even if you aren’t a senior citizen yet, it helps to know what benefits and credits you or your loved ones may claim.

    Contact us to see how we can help.

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    Retirement and Debt

      RRSP or TFSA? What’s the difference? With the RRSP deadline around the corner, we’re here to help you figure out where you should invest.

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      Annual letter to all clients and friends

          To all my Clients and Friends, As we come to the end of another year I want to take this opportunity to wish you and your family a very Merry Christmas and a Happy New Year! I hope the New Year will bring you good health, prosperity and seeing all your goals realized. I

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        Sources of Funds for Education

          Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind. We outline 7 sources of funds for paying for post-secondary education.

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          Old Age Security Clawback

            If you’re in a situation where you could be losing some of your OAS benefit, you may want to consider the following strategies to help minimize your loss. Please always consult us prior to implementing any of these strategies to ensure this makes sense in your situation.

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            The Importance of a Financial Plan

              Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

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              Life Insurance Changes

                Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

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                Federal Budget 2016

                  The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

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