Recent Articles

Tax Tips for Sole Proprietors

Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole proprietorship …

It seemed there was nothing her father couldn’t do when Margaret was growing up. He was the most capable person she …

Storyline Investing

The point of the headline is to distinguish what kind of investor you are. Do you follow storylines as described in …

“Money makes money. And the money that money makes, makes more money.”1 This quote by Benjamin Franklin is referencing the power …

“After 38 years of marriage, I was blindsided when my husband asked me for a divorce,” says Patricia, 61. “I didn’t …

The latest Federal Budget included an administrative rule change1 that allows CRA to automatically send you notices electronically without your prior …

Getting Back to Basics

Recessions, stock-market declines, housing market bubbles, joblessness and, most recently, a global pandemic have created a series of challenges for people …

When Margaret and James married in 2005, it was a second marriage for both of them. They had no children, so …

The goal of financial planning is to build enough assets, by the time you retire, that the income earned from investments …