Recent Articles

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of …

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet this is the ideal time in life to start developing the correct …

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to …

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market …

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a …

Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn’t have any close family members. Here is her …