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....

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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....

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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....

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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....

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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....

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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....

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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....

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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....

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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....

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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....

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