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 »To Split or not to Split…That is the question. Income Splitting Strategies So what is Income Splitting, and who is eligible to quality for the benefit? Income Splitting is a way for families to split up their income so that if one spouse earns more than the other, the higher-earning…
Read More »For most Millennials, the thought of retirement can seem like light years away. While a lot can and will happen between now and then, ignoring it or putting a plan on the back burner is a major mistake. In a constantly evolving society, Generation Y faces unique challenges compared to…
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 »The way we look at it, if you’re going to own something you might as well get paid for owning it. The more things in life that can produce cash flow, the closer you will be to subsidizing your income as we prepare for retirement. Take real estate for example…
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