Estate Planning: A Snowbird Checklist

Heading south this winter? Winter is the time of year when many Canadians plan their escapes from the cold and head to warm weather destinations. While many

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Income is Scare. Casting a Wide Net Can Pay Dividends.

For the first time ever, there are now more people in Canada age 65 and over than there are under age 15, according to Statistics Canada. The proportion of those aged 65 and older climbed to 16.9 per cent of Canada’s population and many of them have

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Back to School: Opening an RESP

It’s that time of year again, when families all over the country are preparing their kids for the back to school season. With that can come an added sense of financial responsibility as the cost of education continues to be one of the most

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10 Reasons to Stop Putting Off Your Estate Planning

Estate planning is an essential part of wealth management. Estate planning not only ensures that your assets are distributed pursuant to your wishes, but it

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RESP - Saving for Education

With the return of autumn, many families may be turning their attention to thoughts of school and the cost of education.

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Life Insurance and Saving for Retirement

One of the most common ways to take advantage of tax benefits when considering longer-term retirement planning is to invest in a Registered Retirement Savings Plan (RRSP).

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The Value of Advice

The investment industry has attracted much attention lately with negative press and scrutiny relating to the costs associated with investing. It’s understandable — investors have many options when seeking financial advice and, often, clearly

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Business Succession Planning - are you prepared?

If you’re a business owner, you will eventually be faced with the question of what happens after you decide to leave the business. It is never too early to begin the succession planning process. One exit strategy to consider is selling your business.

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