Recent Articles

You’ve retired. Now What?

Canadians are living longer, healthier lives. According to Statistics Canada (2017), the average life expectancy is 80 years for men and …

Asset Building Strategies

In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount …

Ray had thought of his life insurance purely as a protection plan. The anti-avoidance rules and general restriction of tax benefits …

High net worth investors are now sitting back and enjoying the summer weather, breathing a sigh of relief now that they …

John was concerned because his 82-year old mother, Betty, was having trouble generating sufficient income to cover her cost of living …

Diversification is Key

As with many retirement savers, it took two stock market crashes (2001, 2008) and a global financial crisis to convince Adam …

Investors are becoming increasingly exhausted trying to follow the seemingly never-ending bad global economic news. Overseas markets have put a strain …

Give your finances a boost this new year. Here is a list of financial resolutions to help you become better off …

Financial Plans & Divorce

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and …