Recent Articles

11 2024 1 1

Year-End Tax Planning Ideas

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals …

09 2018 2

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living …

11 2024 2 1

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we …

10 2024 1

Market Highs vs. Your Goals

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. …

10 2024 2

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

10 2024 3

Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a …

09 2024 1

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial …

09 2024 2

But I’m Invincible

Most people have a false sense of security by believing that they will not be victims of a critical illness like …

09 2024 3

Passing it on to Your Heirs

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all …