Financial Advice Assessment
- What is the status of your financial plan? Here are 10 questions to get you thinking…read more
Retirement Income Planning
- Instead of presenting a “forecast” of your future financial picture based on assumptions, the retirement income plan we develop presents an ”aftcast” of potential outcomes based on actual market history…read more
- We offer an SMA (Separately Managed Asset) Platform for accounts above $35,000 to support our “fee-based” planning approach…read more.
Traveling “out-of-province” or “out-of-country”
- Do you travel outside of the province? Are you a snowbird? Did you know that the Ontario Health Insurance Plan (OHIP) has limited benefits if you require emergency medical treatment during a trip outside of Ontario? …read more
- When Tragedy Strikes During a Vacation…read more
Tax Free Savings Accounts, TFSA
- TFSA room increases by $5,000 on January 1, 2012 and overall limit is now $20,000…read more
- Don’t Get Penalized on Your TFSA - You could easily over-contribute and not even realize it. Until you get a letter from Canada Revenue Agency, CRA…read more
- TFSA versus RRSP. If you don’t use it, you don’t lose it i.e. the limits are cumulative…read more.
- 5 reasons why TFSAs are a smart retirement investment…read more
Estate Planning
- Here is a great book on the subject of Estate Planning. “Estate Planning through Family Meetings” gives guidance on how to plan a proper estate…read more
