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James Schofield, CFP, CIM
Senior Financial Planning Advisor
Recent Posts
The surprising variety of RESP-eligible programs
Jan 06, 2025
Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....
Read moreWealth planning for empty nesters
Jan 06, 2025
When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....
Read moreSaving tax all year
Dec 30, 2024
At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....
Read moreWhy drawing retirement income is personal
Dec 23, 2024
Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....
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