Recent Articles

Gordon and Anne lived in the same house for over 30 years. Now that their children are grown and it was becoming more difficult for them to manage the house, they decided to downsize. Here is what …

The RRSP Conversation

With the RRSP contribution deadline of March 2nd fast approaching many people will reflexively make a deposit to their RRSP. Many will use online banking to throw money into the RRSP at the last minute vowing to …

We are now well into 2015 and your New Year’s Resolution to do a better job of managing your money are already being forgotten. As the late Sir John Templeton famously stated, the best time to invest …

Ted and Martha had about $600,000 in their RRIFs generating the minimum monthly income of almost $4,000 before taxes. Then disaster struck.   Ted developed a cognitive impairment. Martha was able to look after him at home …

In this, the final installment of the series, Financial Strategies Simplified, we take a look at how to stretch your retirement income no matter how modest the starting balance.   There is a common misconception amongst clients …

Get More From Your RRSP

The so-called RRSP Season is on its way. TV, newspapers and magazines will soon be full of advertising to get you to make your last-minute RRSP deposits. And then RRSPs and retirement planning are often forgotten until …