Life Insurance: What You Need to Know

Posted on July 2nd, 2025 in E-Newletters, Insurance
When it comes to life insurance, the name is a little misleading—it’s not really for your benefit. It’s there to protect the…
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9 Common Ways Canadians Erode Their Wealth

Posted on July 2nd, 2025 in Budgeting, E-Newletters
Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers,…
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Tax Efficient RRSP Withdrawal Strategies

Posted on July 2nd, 2025 in E-Newletters, Retirement, Tax
Many Canadians diligently contribute to their Registered Retirement Savings Plans (RRSPs) throughout their working years, aiming for a comfortable retirement.…
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Late-Career Retirement Planning Possibilities

Posted on May 1st, 2025 in E-Newletters
Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians…
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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…
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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.
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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…
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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…
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