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posted Tuesday, December 7, 2021
Why You Need to Start an RRSP Plan If you want to retire and enjoy financial freedom, you need to start an RRSP plan today. If you’re like most Canadians, you might not know what an RRSP, or Registered Retirement Savings Plan, is or why you should be using one. This article guides you through […]
posted Friday, April 1, 2016
If you live in Canada you will probably agree that we are taxed to death and soon we won’t know the difference between death and taxes. I am an advocate for paying one’s fair share of taxes, after all, for the most part we do get value for our tax dollars in Canada, especially when […]
posted Sunday, October 25, 2015
When someone passes away, their estate is subject to a process known as probate, and you may have heard this phrase “The will has to go through Probate” before the assets in someone’s estate can be distributed to beneficiaries. What is probate? Probate is a legal process that confirms an executor’s authority to distribute assets […]
posted Tuesday, May 26, 2015
Most of us are well-intentioned, hard working Canadians. We go to work or run our businesses with vim and vigor; we want to provide for our families and create a bright and prosperous future. The future is created by the actions we take today, and unfortunately too many of us take the attitude of “I will […]
posted Wednesday, March 11, 2015
If you have maxed out your RRSPs and used up all of your TFSA room, there are other options available which will allow you to continue to invest your money tax deferred. Most people think the only purpose life insurance serves is providing a tax free lump sum to their loved ones in the event […]
posted Thursday, February 19, 2015
According to The Canadian Cancer Society a staggering 40% of all Canadians will develop cancer in their lifetime. I was never good with numbers, however it seems to me these days that an alarming number of Canadians are being diagnosed with one form of cancer or the other and the disease doesn’t appear to discriminate. […]
posted Thursday, January 22, 2015
It’s a new year, a time of renewal, a time when many of us make resolutions and set fresh goals. Whether your new year’s resolution involves losing weight, paying down or paying off debt, quitting smoking, or saving for retirement, resolutions not backed by solid plans of action are merely pipe dreams. I encourage everyone […]
posted Friday, October 17, 2014
David Letterman has a funny segment in his show titled “Didn’t see that coming“, and usually the joke is about something that was bound to happen based on an individual’s prior actions. One of the things I speak to all of my clients about is critical illness insurance because the majority of the people you […]
posted Monday, September 15, 2014
Recently, I sat down to dinner with two of my clients and had an informal yet frank discussion about what kept them up at night. The number one issue was not money in of itself, but rather their failure, and one partner’s refusal to sit down as a couple and have a discussion about money […]
posted Monday, July 21, 2014
Every parent wants their children to have the benefit of a college or university education. There is no shortage of projections, speculation and reports that suggest in another 10 to 15 years, the total cost of post-secondary education including tuition, books, room and board, meals etc could easily hit $100,000 I have no desire to […]
