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Accounting firm BDO Canada1, found that only one-third of family-owned businesses survive the transition to second generation, with just a…

For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives.…

It’s challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for…

From listening to the media and online commentators, we have identified two key observations that can impact your efforts to…

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging…

If you are planning a holiday, it is wise to be aware of the six most common travel scams you…

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there…

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you manage…

During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly…

With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest in them. There is no clear-cut answer, and you'll need to weigh your personal circumstances to see how annuities can fit into your retirement plans. One reason that you will find different reactions to the idea of an annuity is they come in several shapes and sizes, and offer different guarantees. You will probably need expert assistance in figuring out what works best for you. There are two main types of annuity: an immediate annuity and a deferred annuity, and you would buy them for different reasons.