Recent Articles

In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level of financial concern for Canadians was the …

Where’s the Money?

When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were therefore subject to probate. $250,000 was in GICs and a fairly rapid transfer of this money to …

The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of RRSPs are worth repeating, especially for Millennials and other younger, or beginner investors.   The goal of …

Being Thrifty Can Be Fun

A year ago, Faye and David decided to get smart around saving money. “We both love the idea of retirement,” says Faye. “But we could never seem to close the gap between what we earn and what …

Ross and Janis lived a typical Canadian life. They were married, had two children, Melissa and Kyle, and both worked outside the home.   An avid golfer, Ross also went on fishing trips with friends and helped …

Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view, manage, and interact with “time” could deeply …