Join us on an exciting journey into the world of financial planning with our Money Minute blog series. Featuring short reads and videos, this series offers practical financial resources that simplify complex concepts, making them more understandable and accessible to everyone. Whether you’re an experienced investor or just beginning your financial journey, our content is tailored to all levels of expertise and investment interests. If you have any questions or would like to schedule a meeting with one of our advisors, please don’t hesitate to contact us.
For many Canadians the perfect retirement includes owning a vacation property. For some the decision to buy turns out to be a dream come true but for others it can be an expensive nightmare. Here are some things to consider before making the emotional decision to buy a vacation property.…
Read More »Financial Difference Makers… How can I build wealth? How can I save enough for retirement? As a financial planner I hear these types of questions on a regular basis. People in general want to know, what is the secret to success? I find that I like to look at clients…
Read More »Charitable gifting is about to change. As you may know, currently you can donate cash and receive preferential tax treatment. For every dollar you donate over $200 you would get a tax deduction of $0.437. In 2006, the benefits of donating stocks in-kind became substantial because if you donate the…
Read More »You may have built a successful business but have you planned your exit strategy? Preparing for succession may not be at the forefront of every business – but it should be. Having a succession plan allows for employees, owners and the company itself to have a clear direction on how…
Read More »This is the question I have been asked the most in my financial career: Should I pay down my mortgage or put money into my RRSP? The answer I give is: It depends! I know it’s probably not the answer you were looking for, so let me provide some rules…
Read More »Canadians have two great tools available for accumulating wealth, Registered Retirement Savings Plans (RRSPs) which were introduced in 1957 and Tax Free Savings Accounts (TFSAs) which were introduced in 2009. We often get asked by clients which account type is better to contribute to, RRSPs or TFSAs. First, let’s look at…
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