Resources & Articles

Financial Planning & Wealth Management


Sailing into Your Future with a Financial PlanNovember 26th, 2021

I often explain financial planning as being similar to that of planning a yacht journey. Whether you are planning a sailboat trip to your favourite...
Read More >

Impact of Inflation on Financial PlanningNovember 25th, 2021

There has been a great deal of discussion recently regarding inflation and whether it will continue to climb or retract in the near future. While...
Read More >

The Best Time to InvestNovember 24th, 2021

Is now a good time to invest in the market, or should I be selling? Whether the stock markets are up or down, people always...
Read More >

Inheritance PlanningNovember 23rd, 2021

John and Mary have worked hard throughout their lives to build a successful business. Each of their three children have worked in the business in...
Read More >

WITHDRAWING FROM FAMILY RESPs: Flexible Planning PossibilitiesNovember 12th, 2021

A July 21, 2021, Money Sense article (My three kids chose different educational paths. How do I withdraw RESP funds in a way that’s fair...
Read More >

Planning for Families with Special NeedsNovember 8th, 2021

Think about your last vacation. How much time did you spend planning your destination, how you were going to get there, and what activities you...
Read More >

Are There Benefits to Gifting Publicly Traded Securities to a Charity?October 28th, 2021

If you own publicly traded securities (stocks, bonds, or mutual funds), outside of a registered account (RRSP, RRIF, TFSA), you may be wondering if there...
Read More >

Use of a Professional Corporation on RetirementOctober 27th, 2021

For professionals, the use of a Professional Corporation (PC) can provide key benefits in terms of income splitting and income tax deferral.  However, professionals often...
Read More >

WILL AND BENEFICIARY DESIGNATIONS: Are they current?September 24th, 2021

RRSP designations A May 10, 2021, CBC article demonstrated the importance of reviewing RRSP beneficiary designations. The article discussed the unfortunate cascade of events where,...
Read More >

Is Money Really the #1 Cause of Stress?September 10th, 2021

A 2020 survey conducted by FP Canada™ found that Canadians ranked money as the number one cause of stress in their lives.  Amazingly, this outweighed...
Read More >