Estate Planning 2020
An Individual's Tax Saving Strategies in Uncertain Times
What Does Retirement Mean To You?
RRSP Vs. TFSA
What is Right Amount of Cash? Investment Executive. ( November 2016)
One Income Couple? Learn Ideas to keep your Financial Goals on Track.Globe & Mail Nov.2017
Do's and Don'ts of RESPs
Emotional Investing
Mind over Money – 8 Bad Habits to Throw You Off Track
Approaching Retirement: How to Choose an Advisor.
Financial Education for your Teen
Estate and Will Planning: Testamentary Trust
Laid Off, Offered a Package! What does it all mean?
Top Websites and Tips on Planning for Your Elderly Loved Ones
Aging and Society: The Future of Our Elderly
CPP: How the New Rules Affect You
Retirement Stress Test
Estate Planning for Second Marriages
How to Choose a Financial Advisor
Entrepreneurs Financial Checklist
Retirement Spending Traps (Advisor's Edge)
Live Seminar: 5 Steps to Estate Planning. How to be heard when you can't be (Youtube)
Estate Planning - A Task for the Times
Willing Planning Workbook
Executor Duties
Executor Checklist
Testamentary trust
Don't Have a Pension? Create Your Own
Income Sprinkling Guideline. Simplified Rules For Business Owners
2018 Proposed Changes for Tax Planning Using Private Corporations
Income Sprinkling Update
CCPC Where Are We Now Update
Estate Maximization For Business Owners
This Time It's Different!
Coping with COVID-19
A Veteran Advisor’s Five- Step Growth Hack featured in BMO Insights ( April 2020)
Staying Positive during Covid19
Times they are A'Changing
What's Next In The Market- 2020
3 Stages of Retirement. Featured in Good Times Magazine ( September 2017)
A Portfolio Is No Place For Emotions. Featured in The Globe & Mail. (Feb, 2017)
Investing Based On Reality, Not Hope
Not Happy with your Financial Advisor! Could it be You?
Brexit Implication Update From Portfolio Managers
Brexit Webcast Summary
Wisdom of Uncertainty
Market Volatility Has Increased!
Market expectations are finally reverting back to reality by Bob Swanson. (Audio)
It's Your Money: Protect It! Part 1
It's Your Money: Protect It! Part 2
Active Versus Passive- Richard Wylie, CFA
Market Cycle
The ABCs of ETFs
Fixed Income: What Can We do for Income?
Fixed Income: Floating Rate Corporate Loans
A Glass Half Full
Investor Challenge: Money Managers Face Off For Charity
How to Fund Your Retirement Dreams (May 2016 Snapd)
The Cash Flow Plan discussed on RogersTV (Video)
The Cash Flow Spreadsheet
Understanding Your Tax Receipts
Tax Loss Selling
Superficial Losses
Taxtime. Tips to Make Life Easier
Rogers TV: RRSP or TFSA? Which is right for you? (Video)
Federal Budget Commentary 2019
2018 Personal Tax Calendar
Insurance Calculator
US Tax Issues
Tax Free Savings Accounts- A New Way to Save
Charitable Giving
Tax Tips for Year End
Snowbirds: Avoid the IRS Net
Life Insurance: 5 Reasons Why You Don't Need it!
Insurance-The Bad Apple
The Best Kept Secret for Managing Healthcare!
How Assante Protects Your Assets
Do You Need Critical Illness Insurance?
Critical Illness Needs Analysis
January 2021 Monthly Minute
December 2020 Monthly Minute
November 2020 Monthly Minute
October 2020 Monthly Minute
September 2020 Monthly Minute
Summer 2020 Monthly Minute
June 2020 Monthly Minute
May 2020 Monthly Minute
April 2020 Monthly Minute
March 2020 Monthly Minute
February 2020 Monthly Minute
January 2020 Monthly Minute