Recent Articles

Estate planning can be an overwhelming process. Whether it is your own estate or you are the executor for someone else, the checklist can seem never-ending. A financial advisor can help make sure your checklist is complete before you start checking the boxes.   One of those items on the …

As many of you have probably heard, there was some big news announced in the last budget that will benefit your Investment Plans. The budget, which was the first for Finance Minister Joe Oliver, included some changes to EI Benefits, Registered Disability Savings Plans and Foreign Asset Reporting. It also …

When it comes to making financial decisions most people focus on eitheror scenarios; that is making a tactical decision that may or may not reflect a larger financial strategy or wealth accumulation context.   We often see these types of isolated, one-off decision choices in media articles that pose dilemmas …

Most people list tax elimination or minimization as a top priority in their estate plans. For most, Registered Savings Plans (RSPs), which includes RRSPs and RRIFs, are one of their most significant assets. Most RSP accounts hold investment funds or securities that are very liquid, often accessible within a few …

Quantitative Easing, otherwise referred to in the media as ‘QE’, refers to governments printing money out of thin air in order to stimulate economic growth. The US ended their program of QE in late 2014. The impression this left with many people was that the need for economic stimulus ended. …

As they take the big step of moving out of their parents’ home and into their first apartment or other living quarters, the last thing on a young person’s mind is insurance. Yet, this is an area of great importance as they also begin their journey on the road to …