Tax Planning for Severance Packages

Posted on June 10th, 2026 in E-Newletters, Life Events, Tax
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their…
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It Doesn’t Pay to Procrastinate

Posted on June 10th, 2026 in E-Newletters, Life Events, Retirement
Many people have no idea. Some people have a vague idea. A few people, a very few, have it all…
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The Top 3 Scams Costing Canadians Millions

Posted on April 10th, 2026 in E-Newletters, Life Events, Retirement
f it feels like everyone you know has received a suspicious text or a weird phone call lately, you’re not…
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Be Prepared For Emergencies & Opportunities

Posted on March 10th, 2026 in Budgeting, E-Newletters, Life Events
Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several…
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How to Benefit from Being Charitable

Posted on March 10th, 2026 in E-Newletters, Life Events, Tax
Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage…
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Get It When You Can

Posted on January 28th, 2026 in E-Newletters, Insurance, Life Events
You know, we often hear those sad stories: a family loses everything in a house fire, and they didn’t have…
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Financial Resolutions for 2026

Posted on January 5th, 2026 in Budgeting, E-Newletters, Lending, Life Events
Give your finances a boost this new year. Here is a list of financial resolutions to help you become better…
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Too Much Life at the End of the Money

Posted on January 5th, 2026 in E-Newletters, Life Events, Retirement
You have probably heard the phrase; too much month left at the end of the money. Paying for housing, groceries,…
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When Retirement Savings Meet Healthcare Realities

Posted on November 5th, 2025 in E-Newletters, Life Events, Retirement
Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before…
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A Financial Game Plan for Newlyweds

Posted on July 31st, 2025 in E-Newletters, Life Events
John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the…
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