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Articles
April 10, 2024
Why Do You Need an Estate Plan?
Research shows that 70% of Canadians don't have an estate plan and 50% don't have a Will (25% of these folks say it's because they don't know where to start!).
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Articles
April 3, 2024
The Great Wealth Transfer: How Prepared are Canadians?
Just 48% of Canadians have a will in place, and only 65% have appointed a power of attorney, according to recent statistics.
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Articles
March 26, 2024
Growing Scams: Protect Yourself & Others From Phishing
As advisors, we continue to be dismayed by the increasing amount of financial fraud.
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Articles
March 22, 2024
Canada & U.S. Economic Divergence: The Case for Diversification
Why has the U.S. recently posted solid economic growth while Canada has been relatively sluggish?
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Articles
March 21, 2024
Women & Wealth: Navigating Shared Circumstances
Are there gender differences that impact the way we accumulate and manage wealth?
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March 20, 2024
You Asked: Is the FHSA or HBP Better for (Grand)Kids?
Which plan is better for (grand)kids to purchase a first home: the First-Home Savings Account (FHSA) or Home Buyers’ Plan (HBP)?
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Articles
March 18, 2024
Are You Associated With a “Bare Trust” Arrangement?
Do you hold assets in an arrangement with a separate legal and beneficial owner, where the beneficial owner oversees the assets?
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Articles
March 15, 2024
The Impact of Taxes on Investments Can Be Significant Over Time
Just as investments benefit from compounded growth over time, the tax on income and gains can accumulate to become significant.
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Articles
March 15, 2024
Beware of the TFSA ‘Danger Zone’
Here are some considerations to keep in mind as a taxpayer.
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Articles
March 13, 2024
Tax Season is Here Again: Here Are Some Reminders
As we deal with tax returns, this may be a reminder that we should be doing all we can to minimize taxes.
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Articles
March 11, 2024
Growth Will Persist
While Canada’s economic output continues to be sluggish, consider that our economy has been relatively resilient given the challenges of the past few years.
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Articles
March 7, 2024
3 Ways to Tackle Debt
Unfortunately, Canadian debt is the highest it's been in decades. Check out my “3 Tips to Tackle Debt”.
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