My Blog posts

Today, as California burns and Russia and Ukraine battle into 2025. The United States of America seems anything but United. Donald Duck...

Tax planning Tax planning in Canada needs to start the year before March and April for the savi e money manager. Year-end tax planning...

Warren Buffett is recognized as an icon of investing, a billionaire, and a philanthropist, and he is known for his frugal lifestyle. His...

Partial RRIF conversion If you have eligible pension income, you may qualify for the pension income amount. This is a tax credit that can...

A pretty bland budget if you ask me. Here are the items that may affect your family: The following measures aim to make homeownership...

STEP 1: REFLECT ON THE PAST YEAR Before you dive into the new year, take some time to think about 2023. You’ve come a long way since last...

Here’s a handy roundup, from home office expenses to house flipping: Taxes may well be a certainty of life, but they can morph and...

The Bank of Canada (The BoC) signals it has reached peaked rates as the BoC held its benchmark overnight interest rate steady at 5% at...

For many of our clients, the number one savings goal (apart from saving for retirement) is buying their first home. If you or someone you...

1. Pay yourself first As Buffett has noted and demonstrated on multiple occasions, you should "pay yourself first" by putting a portion...

Setting goals for the new year is a great way to focus your efforts and work towards personal and professional growth. Here are some tips...

Rising life expectancies make planning a challenge, but new tools and strategies can help you reach your goals. I like to call it a...

When leaving an employer, many people are faced with the decision to leave their pension entitlements on a paid-up basis with their...

When to claim benefits from Canada Pension Plan (CPP) – is an important financial decision for retiring Canadians. With an ageing...

CORRA forecast curve holds clues about where interest rates could go next ROBERT MCLISTER SPECIAL TO THE GLOBE AND MAIL PUBLISHED AUGUST...

June 2023 Global equity markets advanced over the month of June. Global equities got a boost at the beginning of the month when U.S....

Email security should be at the top of your priority list as hackers are constantly finding new ways to gain access to personal and...

Planning for your future is crucial for several reasons: Goal Setting: Planning helps you set clear and achievable goals for yourself. By...

Paperwork is a part of life, and retirement is no exception. This includes a variety of legal documents we suggest our clients have on...