USING A TRUST TO AVOID PROBATE FEES

Posted on October 11th, 2021 in E-Newletters, Estate Planning, Tax
When Simon’s father passed away two years ago, he didn’t think much about how his estate would be handled. His…
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MOVING YOUR EMPLOYER PENSION BETWEEN JOBS

Posted on October 11th, 2021 in E-Newletters, Investing, Retirement, Tax
As the pandemic slowly recedes, work-life balance trends emerge. A recent Angus Reid survey revealed that 19% of Canadians would…
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REVISITING YOUR FINANCIAL PLAN

Posted on October 11th, 2021 in Budgeting, E-Newletters, Lending
The hits keep coming! With the recently concluded Federal election essentially changing nothing in Ottawa, there is little doubt that…
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ADVICE FOR THE SANDWICH GENERATION

Posted on September 13th, 2021 in Budgeting, E-Newletters, Estate Planning, Retirement
It seemed there was nothing her father couldn’t do when Margaret was growing up. He was the most capable person…
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TAX TIPS FOR SOLE PROPRIETORS

Posted on September 13th, 2021 in E-Newletters, Tax
Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole…
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A POINT IN TIME

Posted on September 13th, 2021 in E-Newletters, Investing, Retirement
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late…
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PROTECTING YOUR FINANCIAL WELL-BEING POST-DIVORCE

Posted on August 9th, 2021 in E-Newletters, Life Events, Retirement
“After 38 years of marriage, I was blindsided when my husband asked me for a divorce,” says Patricia, 61. “I…
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THE POWER OF COMPOUND INTEREST

Posted on August 9th, 2021 in E-Newletters, Investing, Retirement
“Money makes money. And the money that money makes, makes more money.”1 This quote by Benjamin Franklin is referencing the power…
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STORYLINE INVESTING

Posted on August 9th, 2021 in E-Newletters, Investing
The point of the headline is to distinguish what kind of investor you are. Do you follow storylines as described…
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BE CAREFUL WITH RRSP BENEFICIARY DESIGNATIONS

Posted on July 12th, 2021 in E-Newletters, Estate Planning, Retirement
When Margaret and James married in 2005, it was a second marriage for both of them. They had no children,…
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