Resources & Articles
Financial Planning & Wealth Management
12 Tips to a Brighter Future
Create a budget and include lump sum items such as vacation and gifts. Ensure you allocate funds to savings because there is no such thing...
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Use of a Professional Corporation on Retirement
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...
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Sailing into Your Future with a Financial Plan
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...
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Impact of Inflation on Financial Planning
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...
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The Best Time to Invest
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...
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Inheritance Planning
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...
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WITHDRAWING FROM FAMILY RESPs: Flexible Planning Possibilities
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...
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Planning for Families with Special Needs
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...
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Are There Benefits to Gifting Publicly Traded Securities to a Charity?
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...
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WILL AND BENEFICIARY DESIGNATIONS: Are they current?
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,...
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