Recent Articles

Harry and Sally both earned high incomes and liked to live the good life. They leased higher end European cars, took …

After speaking with many clients and potential clients over the years, a pattern emerges in the direction that the interview takes. …

Assessing Your Debt

Many consumers find themselves falling into the traps offered by the appeal of easy credit opportunities. They are dazzled by payment …

In December 2015, an Alberta court decision raised the need for Advisors and their clients to review their existing Beneficiary designation …

Mortgages today are not like they were when our parents or grandparents bought their homes. As most of us don’t have …

Long Term Care Protection

Many mistakenly believe that if they need Long Term Care, either in their home or in a facility, the cost will …

The recent Federal Budget included measures to close a favorable tax rule for investors in investment accounts or through corporations, trusts …

If you are concerned about your future finances, you are certainly not alone as noted in a global survey of 19,000 …

Asset or a Liability?

Do you have a separate recreational property or a rental property? If so this may apply to you:   Some years …