Recent Articles

The Retirement Dilemma: Part 2

In our previous article, we looked at how seniors generally wish to invest their money to feel safe while in reality their expenses rise throughout their retirement years as the …

Welcome to RRSP Season !

It is that time of year again when attention turns to RRSPs and tax planning. This year’s contribution deadline is March 3rd, 2014 if you want to deduct the contribution …

In the mid – 1960s conventional wisdom or motherhood for retirement planning said that you should take all of your investments and put them into government bonds or fixed income …

The Inheritance Twist

There are many Baby Boomers who are anticipating hitting the jackpot via inheritances in the coming years as a solution to their own financial planning needs. We have heard many …

Imagine it is late Monday afternoon and you are wrapping up your day at a large pension plan, as you stretch, your elbow hits the sell button on the keyboard. …

TFSA Time Bomb!

The Tax-Free Savings Account (TFSA) was introduced in 2009 as a new way for Canadians to build assets and wealth on a tax-advantaged basis. Any capital gains, dividends or interest …