Category Archives: blog

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.

    Read More

    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

      Read More

      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.

        Read More

        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.

          Read More

          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.

            Read More

            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.

              Read More

              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.

                Read More

                The Benefits of Consolidation

                  When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

                  Read More