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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TIME: YOUR MOST IMPORTANT PLANNING TOOL

Posted on January 10th, 2022 in E-Newletters, Education Planning, Retirement
Time is one of those daily realities that we usually take for granted. But when it comes to building wealth…
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GIFTS THAT KEEP ON GIVING

Posted on December 13th, 2021 in E-Newletters, Education Planning, Estate Planning, Investing
It’s that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or…
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TEACHING CHILDREN FINANCIAL INDEPENDENCE

Posted on December 13th, 2021 in E-Newletters, Education Planning
Now may be the perfect time to teach your children about financial independence. There are plenty of real-life examples in…
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OPTIMIZING YOUR RRIF

Posted on November 8th, 2021 in E-Newletters, Retirement, Tax
Registered Retirement Income Funds (RRIFs) are one method of drawing an income from Registered Retirement Savings Plans (RRSPs) in retirement.…
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