Recent Articles

Yes, Trudy, there are death taxes in Canada

Ottawa dropped Estate Taxes over forty years ago. All the provinces did away with Succession Duties by 1985. We thought that …

The Difference Between Price and Profits

The recent market turmoil triggered by the COVID-19 virus (and its possible impact on economic activity) brings to mind some observations …

The Basics of a Successful Financial Strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the …

Healthcare and Retirement

Healthcare and Retirement

We are all familiar with the following perennial adage: “health is wealth”. Regardless of any financial circumstances you may have, optimum …

One of the world’s richest men, Warren Buffett, acquired his wealth by following a very simple rule during times of market …

Protecting your Most Valuable Asset

Most of us take for granted that we will be able to get out of bed every morning and go to …

Inheritance Doesn't Have to Wait

The Baby Boomers are making history as the largest retirement migration ever seen. However, it’s their parents who hold the most …

Taxes, RRSPs and You!

Taxes, RRSPs and You!

A recent media headline marveled at how far TFSAs have come and how they are catching up to RRSPs as a …

Overlooked RRSP Strategies

Overlooked RRSP Strategies

There are a number of common RRSP strategies that many of us use on a regular basis. These include making regular …