E-Newletters

Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…

Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for…

Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals…

Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially…

The Tax-Free Savings Account (TFSA) contribution limit has increased to $7,000 (from $6,500) for 2024. This new limit means that…

The last year or so has been a very rude awakening for many. Too many people today are so busy…

It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness…

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank…

November is financial literacy month – a great time to reflect on your relationship with money and the decisions you…

With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill. The first idea is…