Recent Posts

The surprising variety of RESP-eligible programs

Jan 06, 2025 - Kemdi Ikejiani

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 more

Wealth planning for empty nesters

Jan 06, 2025 - Kemdi Ikejiani

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 more

Saving tax all year

Dec 30, 2024 - Kemdi Ikejiani

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 more

When a family member needs special care

Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care....

Read more

When should you open a RRIF?

It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term....

Read more

How to choose the method of making a charitable gift

Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices....

Read more

What’s your retirement personality?

If you take a minute to think about any retired individuals or couples you know of, you’ll probably note a variety of different retirement lifestyles and personalities....

Read more

Want to see into the future?

Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that....

Read more

Watch out for the windfall syndrome

When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision....

Read more

Couples without children approach financial planning differently

The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic....

Read more

RRSP versus TFSA: Did you ever have to make up your mind?

Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings....

Read more

End of year reminders and strategies

We’ve got some financial to-dos to stay on track and tips to come out ahead. All must be completed by December 31, and some will be achieved more smoothly if you start early....

Read more

Decisions, decisions, decisions…

Many life decisions can be difficult, but when they involve a financial component, input from your lawyer, accountant or advisor could help in some way. Here are a few scenarios to illustrate how such input can make a difference....

Read more