Fulfilling Your Wishes

With many Baby Boomers now moving into their sunset years, the growing concern is how they will efficiently and effectively plan for the transfer of their wealth to the next generation?   A recent survey by RBC Wealth Management estimated that the amount of money changing hands over the next twenty years is about $400 […]

RRSP Season Ends, Income Tax Season Begins

We had another busy RRSP Season this year and are just catching our breath after two months of non-stop activity! The first two months of the year are always very busy for us with new Tax Free Savings Account Contribution Room and additions to RRSPs. We got hit with a flu that affected everyone in […]

It Doesn’t Pay to Procrastinate

Many people have no idea. Some people have a vague idea. A few people, a very few, have it all worked out. When it comes to retirement planning, many people do not take action until forced to by a mid-life event (career change, death of loved one) or by hearing about seniors running out of […]