Blog

Test your investment knowledge

19 January, 2017

Time to see just how smart you really are when it comes to investing. Do you know your investment IQ? Answer the following questions to find out. The explanations given following each question will hopefully help you to understand more about managing... Read More

RSP’s – now’s the time…

5 January, 2017

Some people think of a RSP as something they would purchase. But one doesn’t actually “buy” a RSP. Rather, one opens an account called a Registered Retirement Savings Plan (“RSP”) – and then, in conjunction with their financial advisor, chooses whic... Read More

Start the New Year off right – Build a Financial Plan

22 December, 2016

Happy Holidays to one and all! May the spirit of the Season be with you, and may 2017 be filled with happiness and good health!... Read More

Checking Your Financial Pulse

8 December, 2016

As we approach the end of another year, it’s a great time to review, revise and refresh your overall financial position.... Read More

2016 Year End Tax Tips – Part Two

24 November, 2016

Tax planning should be a year-round affair. But as year-end approaches, it is a particularly good time to review your personal finances and take advantage of any tax planning opportunities that may be available to you before the December 31st deadlin... Read More

2016 Year End Tax Tips – Part One

10 November, 2016

Tax planning should be a year-round affair. But as year-end approaches, it is a particularly good time to review your personal finances and take advantage of any tax planning opportunities that may be available to you before the December 31st deadlin... Read More

Death & Taxes

27 October, 2016

Filed Under: Estate Planning | Tax Planning

This column is designed to provide you with an understanding of the tax implications of holding various non-registered assets and registered assets when you pass away.... Read More

Marriage and Money…

13 October, 2016

Sometimes marriage is like a tub of hot water, once you get in it’s not so hot anymore..The terms appeared particularly unfair, because the couple wanted to have children. I told Sandra that she had to plan for what would happen if her blissful union... Read More

Financial Management – Charting Your Course

29 September, 2016

Mastering money these days is not a simple task. Making sound financial decisions requires knowledge of a myriad of financial choices – and that’s not even considering saving for retirement, pensions, education savings, taxes, risk management, social... Read More

TFSA’s are for everyone

15 September, 2016

October will once again usher in small business month. If you are a small business owner operating as a corporation, or if you are a professional operating through a professional corporation,... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.