Is it a good time to bring your U.S. 401(k) or IRA to Canada?

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Three years ago, I wrote an article on the mechanics of transferring…
DIY financial planning, objective financial advice, financial professional, emotional investing, risk management

Pitfalls of do-it-yourself financial planning

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The Information Age has made learning new skills as easy…

The Consequences of Not Having a Will

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Many Canadians don’t have a signed or up-to-date Will – are…

Save, or pay off debt - Which is better?

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From time to time, people find themselves with a little extra…

Supersize your RESP – Using your RESP as a TFSA and other pro tips

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The purpose of this article is to show you how to think outside…

4 financial tips to start off 2017

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So, you’ve made it through another holiday season and the…

Eldercare Financial Planning

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In a previous blog, I wrote about some of the challenges…

How RDSPs work

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Registered Disability Savings Plans (RDSP) were implemented…

Time’s running out for tax savings in 2016

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Tax planning may not be the most exciting thing to think about…

Financial tips for stress-free holidays

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updated on November 25, 2016 Now that (American) Thanksgiving…