MAKE 2024 YOUR BEST FINANCIAL YEAR YET

Posted on January 15th, 2024 in Budgeting, E-Newletters
Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals…
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TALKING TO YOUR PARENTS WHILE THERE IS STILL TIME

Posted on January 15th, 2024 in E-Newletters, Estate Planning
Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially…
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A FRESH LOOK AT RRSPS VS. TFSAS

Posted on January 15th, 2024 in E-Newletters, Investing
The Tax-Free Savings Account (TFSA) contribution limit has increased to $7,000 (from $6,500) for 2024. This new limit means that…
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THESE RAINY DAYS AREN’T ABOUT THE WEATHER

Posted on December 9th, 2023 in Budgeting, E-Newletters, Life Events
The last year or so has been a very rude awakening for many. Too many people today are so busy…
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AVOID THE BOOMER-WIDOW FINANCIAL SYNDROME

Posted on December 9th, 2023 in E-Newletters, Estate Planning, Life Events
It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness…
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WHAT IF I CAN’T LOOK AFTER MY AFFAIRS?

Posted on November 13th, 2023 in E-Newletters, Estate Planning, Life Events
Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank…
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FIVE PILLARS OF FINANCIAL LITERACY

Posted on November 13th, 2023 in Budgeting, E-Newletters, Investing, Lending, Retirement
November is financial literacy month – a great time to reflect on your relationship with money and the decisions you…
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YEAR END TAX PLANNING IDEAS

Posted on November 13th, 2023 in E-Newletters, Tax
With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill. The first idea is…
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ALL-WEATHER INVESTING

Posted on October 10th, 2023 in E-Newletters, Investing
There is almost always chatter in the media about the next possible correction or recession. The most recent buzz is…
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TIPS FOR DEALING WITH HIGHER INFLATION

Posted on October 10th, 2023 in Budgeting, E-Newletters
Inflation is a reality of modern life, and in recent years, it has become increasingly challenging to manage personal finances…
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