Recent Articles

When Interest Rates Rise

One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC) is expected to do incrementally – over the next year. …

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible when she dies. She knows she needs a will and …

How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your life and financial success. The key is to be focused …

In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level …

Where’s the Money?

When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were therefore subject to probate. $250,000 was in GICs and a …

The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of RRSPs are worth repeating, especially for Millennials and other younger, …

Being Thrifty Can Be Fun

A year ago, Faye and David decided to get smart around saving money. “We both love the idea of retirement,” says Faye. “But we could never seem to close the …

Ross and Janis lived a typical Canadian life. They were married, had two children, Melissa and Kyle, and both worked outside the home.   An avid golfer, Ross also went …

Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view, …