Recent Articles

Your Financial Future

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an …

Feel Good Tax Relief

Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition …

Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of “re-opening” for business. Looking back over the past three months, while there …

If any good can come from an economic downturn it is that people are forced to think more seriously about their financial success strategy. Many people affected by the economic …

When Should I Start Receiving CPP?

If you apply on your 60th birthday, you’ll get about 36% less of the age 65 monthly pension. But, if you wait until you’re 70, you’ll get about 42% more. …

What Comes Next?

What Comes Next?

With Canada and many other countries practicing physical distancing or participating in complete lockdowns because of the COVID-19 virus, thoughts are turning to what the world may look like after …

Investing Smart During Uncertain Times

Warren Buffett has a classic rule when it comes to market volatility:   “Be fearful when others are greedy and greedy when others are fearful”.   Investor anxiety normally tends …

Yes, Trudy, there are death taxes in Canada

Ottawa dropped Estate Taxes over forty years ago. All the provinces did away with Succession Duties by 1985. We thought that was the end of taxes arising at death. We …

The Difference Between Price and Profits

The recent market turmoil triggered by the COVID-19 virus (and its possible impact on economic activity) brings to mind some observations by legendary investor Warren Buffett. During his years of …