Recent Articles

Overlooked RRSP Strategies

Overlooked RRSP Strategies

There are a number of common RRSP strategies that many of us use on a regular basis. These include making regular …

Wealth Transfer Tips

Wealth Transfer Tips

Wealth transfer can be a complex process for most families but especially wealthy ones. The range of issues involved can include …

New Year. Fresh Start.

New Year. Fresh Start.

With the holidays behind us, and the credit card bills arriving as testimony to your celebrations, perhaps now is a good …

Five Common RRSP Mistakes

Five Common RRSP Mistakes

The following are relatively common mistakes that Canadians make annually when contributing to their Registered Retirement Savings Plans.   1. Reporting …

The Three Levels of Retirement Resources

A survey conducted by a big bank some years ago* revealed that over 30% of Canadians were hoping for a lottery …

Retirement Investing Approaches

After spending likely 15 – 30 years focused on building an investment portfolio, it can be quite a challenge to switch …

The Magic Wealth Ingredient

The Magic Wealth Ingredient

There is a legend about a successful financial advisor in Warren Buffett’s stomping grounds of Omaha, Nebraska. It is reported that …

Choose Wisely

Almost everyone agrees that it’s a good idea to have a will. However, it is estimated that about half of Canadians …

Simple Goals for Living Well

Simple Goals for Living Well

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone …