Recent Articles

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built …

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset …

Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few …

Filing taxes isn’t exactly fun, but making mistakes can turn an already frustrating process into an expensive one. The last thing you want is to deal with penalties, delays, or …

Hey there! The online world is full of opportunities—but unfortunately, it’s also full of scammers looking to take advantage of unsuspecting people. According to the Canadian Anti-Fraud Centre (CAFC)1 over …

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them …

With all the media talk about US / Canada trade tensions these days it’s a good time to discuss some wise strategies for times of economic uncertainty. Whether you’re still …

Nobody wants to think about it, but what if you get seriously ill? We all like to believe it won’t happen to us – cancer, a heart attack, or a …

Okay, let’s talk about what happens if you suddenly find yourself a million dollars richer. Imagine an inheritance or maybe you invented the next big thing. It’s a life-changer, right? …