Recent Articles

From listening to the media and online commentators, we have identified two key observations that can impact your efforts to build …

It’s challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for example, …

For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives. They …

Year-End Planning Tips

Now is usually the best time to consider harvesting tax losses before the year-end to manage your overall income tax situation, …

Beware of Travel Scams

If you are planning a holiday, it is wise to be aware of the six most common travel scams you might …

The Ravages of Alzheimer’s

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents …

Generating Investment Returns

During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly in …

Get Smart Saving Tips

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you manage your …

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are …