Recent Articles

Empty Nests and New Beginnings

The term ’empty nest’ evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with all your children almost grown and out of …

Emerging Opportunities

When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool of water. As any child knows, the ripples …

Most people mistakenly believe that they will never fall victim to financial or identity theft. The sad reality is that billions of dollars are lost each year to these crimes, and the losses …

It appears that while many Canadians faithfully invest funds into their workplace retirement plans they are somewhat lackadaisical when it comes to determining their retirement needs as well as measuring their progress towards …

The fastest market correction in history, that started in the last week of February and bottomed in late March, led to the fastest bounce back over a five-week period, since about 1987 1. …

Your Financial Future

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and …

Feel Good Tax Relief

Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition to their annual …

Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of “re-opening” for business. Looking back over the past three months, while there have been many …

If any good can come from an economic downturn it is that people are forced to think more seriously about their financial success strategy. Many people affected by the economic damage wrought by …