Recent Articles

Five Common RRSP Mistakes

Five Common RRSP Mistakes

The following are relatively common mistakes that Canadians make annually when contributing to their Registered Retirement Savings Plans.   1. Reporting …

The Three Levels of Retirement Resources

A survey conducted by a big bank some years ago* revealed that over 30% of Canadians were hoping for a lottery …

Retirement Investing Approaches

After spending likely 15 – 30 years focused on building an investment portfolio, it can be quite a challenge to switch …

The Magic Wealth Ingredient

The Magic Wealth Ingredient

There is a legend about a successful financial advisor in Warren Buffett’s stomping grounds of Omaha, Nebraska. It is reported that …

Choose Wisely

Almost everyone agrees that it’s a good idea to have a will. However, it is estimated that about half of Canadians …

Simple Goals for Living Well

Simple Goals for Living Well

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone …

The age old saying, ‘Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, …

The Family Meeting

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken …

Buy Now, Pay Big Time Later

Brent and Darlene really enjoy their ‘toys’ and their lifestyle. In the last few years, they bought themselves a big screen …