HEALTHY, WEALTHY AND WISE
According to the Financial Consumer Agency of Canada1, good health is determined by mental, physical, and financial wellness. In other…
Read More
USING A TRUST TO AVOID PROBATE FEES
When Simon’s father passed away two years ago, he didn’t think much about how his estate would be handled. His…
Read More
MOVING YOUR EMPLOYER PENSION BETWEEN JOBS
As the pandemic slowly recedes, work-life balance trends emerge. A recent Angus Reid survey revealed that 19% of Canadians would…
Read More
TAX TIPS FOR SOLE PROPRIETORS
Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole…
Read More
TFSA VS RRSP – Which Is Better?
I see so many people use each of these accounts in ways that hurt come tax time – it is…
Watch Video
What is a RRSP?
Here I explain what a Registered Retirement Savings Account (RRSP) is and some tips on how you can best use…
Watch Video
Should I Take My Company Pension?
This is to answer your questions on your company pension. It does depend on your scenario so hopefully I provide…
Watch Video
TAX PLANNING FOR SEVERANCE PACKAGES
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their…
Read More
THE MANY BENEFITS OF RESPS
As busy parents, just meeting your family’s needs each day can eclipse thoughts of the future. Add to that juggling…
Read More
What is a TFSA?
A Tax Free Savings account offers the flexibility to invest for retirement, or for other shorter term goals – but…
Watch Video