The Magic Number!
The conversation with clients about retirement income planning is much different from those conversations that occur over the years while they are building retirement assets using vehicles such as pensions, RRSPs, LIRA’s, TFSAs and so on. Often, their focus is on being “conservative” because their understanding from public sources suggest that this is the appropriate […]
Happy Holidays, Merry Christmas and Wishing You a Happy New Year Too!
As 2017 draws to a close, Natalie and I wish everyone the best going into the Holiday Season. It’s such a busy time of year but we hope that you’ll all get some down time in at the end of the month. We’ll be working up until Friday, December 22nd. The girls will be off […]
A Little Knowledge Can Make Life Less Taxing
It doesn’t take long after receiving your first paycheck to realize that all of your money is not your own. The Canadian government is an active partner in your earnings, and the more money you make, the larger it takes. A better understanding of taxes and how they apply to you can result in […]
Grandma and Grandpa Santa
Is it Christmas again already? Time passes too fast when you achieve grandparent status, and George and Grace are wondering once again what to give their grandchildren. Some years ago they realized they had no idea what toys were suitable, so started giving them cash. It seemed to get frittered away on things that soon […]
