Retirement today looks very different than it did a generation ago Canada’s population is aging, and our average life expectancy is on the rise. These two factors are drastical...
Ditch the devices and hit the road this summer Committing to a savings plan and budget doesn’t mean you have to give up this year’s family vacation. Camping is one of the most ...
How to make S.M.A.R.T. goals for 2015 Let’s face it, New Year’s resolutions get a bad rap because people rarely keep them. Rarely. We want to tell you the story of Donald, w...
Three easy steps to control your spending The holidays are upon us. Hopefully, this is a time for relaxation, reconnecting with friends and family, and for a little bit o...
Tips for preparing for the coming winter chill Last year’s dreaded “polar vortex” got people in our office thinking about ways we can prepare better for this coming winter. As ...
Managing your budget between Thanksgiving and the holiday season Some tips for avoiding the post-holiday heartache of opening your credit card statement Thanksgiving is u...
Your portfolio shouldn’t be static either You’ve likely already heard of “diversification,” which, simply put, is when you invest in different countries, asset classes, investm...
It’s time to take action. Everyone knows they should plan for retirement and save accordingly. To help put you on the right track, here are some key points to consider as you d...
After a tough winter, many of our clients are more than happy to be planning a long-awaited summer vacation. If you’re still in the process, we want to provide you with a few mone...
We spend so much of our time planning our finances so we can enjoy the retirement we deserve. With proper planning, the hope is that we can also leave some money behind for our lo...
Canadians love investing in Canada. Why? Because we’re familiar with these Canadian companies, we buy their products and we know where they operate. It just often seems safer to i...
Somewhere between a little and a very large amount. It depends. There are reasons for the difference even when circumstances appear similar. One reason is that pension plans co...
Useful tips for filing your taxes It’s tax time again! Although this isn’t the highlight of many people’s year, here are some useful tips to keep in mind to make your tax filin...
It’s tax time again! Although this isn’t the highlight of many people’s year, here are some useful tips to keep in mind to make your tax filing go a bit smoother. First, know t...
Spring is just around the corner – March 20th to be exact. With the seasons changing from the bitter cold of winter to the renewal and regrowth of spring, this is the perfect time...
Even with the summer months around the corner after a long winter, there are small steps you can take to help manage your spending and put away more: Set a budget and divvy up ...
College or university is often the first time young adults taste the freedom of being on their own – but it also means taking some responsibility for personal finance. With good p...
Our team receives regular queries from clients about whether they should be using registered or non-registered (open) accounts to save for retirement. Of course, every situation i...
If retirement is just around the corner, you may be wondering if you have enough savings to get you through it. Planning is the critical first step to enjoying a comfortable retir...
Have you come into a lot of money? Whether you've received an inheritance, sold a business, exercised stock options, won a lottery or received a settlement from an insurance claim...
The Fall Semester for all colleges has started. With a new semester and hectic classes, book purchases can cause a great deal of stress. Here are a couple of quick tips to get a...