Coming soon!

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Estate Planning - RRSPs, RRIFs, and TFSAs

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We all want to ensure our loved ones are well cared for when…

Tax filing do's and don’ts

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My wife and I were watching a comedian on television the…

How to simplify your tax prep

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With April just around the corner, you may have already started…

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…