THE CHANGING BUSINESS CYCLE

Posted on May 9th, 2022 in E-Newletters, Investing
Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the…
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ESTATE PLANNING TIPS AND TRAPS

Posted on April 11th, 2022 in E-Newletters, Estate Planning
Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible…
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WHEN INTEREST RATES RISE

Posted on April 11th, 2022 in E-Newletters, Investing
One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC)…
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WHERE’S THE MONEY?

Posted on March 7th, 2022 in E-Newletters, Estate Planning, Tax
When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were…
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INFLATION & YOUR FINANCIAL STRATEGY

Posted on March 7th, 2022 in Budgeting, E-Newletters
In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top…
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AN APPROACH TO FINANCIAL DECISION MAKING

Posted on March 7th, 2022 in Budgeting, E-Newletters, Retirement
How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your…
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IT WON’T HAPPEN TO ME. YEAH, RIGHT.

Posted on February 7th, 2022 in E-Newletters, Insurance
Ross and Janis lived a typical Canadian life. They were married, had two children, Melissa and Kyle, and both worked outside the…
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RRSPS, TAXES AND PROFITABLE INVESTING

Posted on February 7th, 2022 in E-Newletters, Education Planning, Investing, Tax
The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of…
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BUILDING WEALTH IN YOUR 50S AND BEYOND

Posted on January 10th, 2022 in E-Newletters, Estate Planning, Retirement
If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians…
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THE 50-30-20 RULE

Posted on January 10th, 2022 in Budgeting, E-Newletters, Retirement
“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a…
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