Estate Planning for the Terminally Ill: A Practical Guide

Posted on March 26th, 2025 in E-Newletters, Retirement
If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s…
Read More

Protect Yourself from Online Financial Scams

Posted on March 26th, 2025 in E-Newletters

Hey there! The online world is full of opportunities—but unfortunately, it’s also full of scammers looking to take advantage of unsuspecting people. According to the Canadian Anti-Fraud Centre (CAFC)1 over $600 million was lost to fraud in 2024.  The first line of defense against fraud is simply educating oneself about the facts.

The good news?  You can protect yourself.  The CAFC website provides a wealth of information for anyone looking to become fully informed about the wide variety of methods fraudster’s use to steal people’s money.
Read More

Top 10 Tax Filing Mistakes to Avoid

Posted on March 26th, 2025 in E-Newletters, Tax
Filing taxes isn’t exactly fun, but making mistakes can turn an already frustrating process into an expensive one. The last…
Read More

How to Weather Economic Uncertainty

Posted on February 26th, 2025 in E-Newletters, Investing, Retirement
With all the media talk about US / Canada trade tensions these days it’s a good time to discuss some…
Read More

Could Your Finances Survive a Critical Illness?

Posted on February 26th, 2025 in E-Newletters, Insurance, Life Events
Nobody wants to think about it, but what if you get seriously ill? We all like to believe it won’t…
Read More

Sudden Wealth: Choices and Opportunities

Posted on February 18th, 2025 in E-Newletters, Estate Planning, Investing, Life Events
Okay, let’s talk about what happens if you suddenly find yourself a million dollars richer. Imagine an inheritance or maybe…
Read More

The Retirement Dilemma: Part 2

Posted on January 29th, 2025 in E-Newletters, Retirement
In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it.…
Read More

Insurance Essentials for Small Business Owners

Posted on January 29th, 2025 in E-Newletters, Insurance
Starting a small business often begins with a great idea and a desire to build something meaningful. For many owners,…
Read More

True Costs of Financial Procrastination

Posted on January 29th, 2025 in E-Newletters, Life Events
Have you ever thought, “I’ll start saving next month” or “I’ll get serious about my financial strategy next year”? If…
Read More

More Overlooked RRSP Tricks

Posted on January 6th, 2025 in E-Newletters, Investing, Retirement, Tax
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
Read More