Resources & Articles
Financial Planning & Wealth Management
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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,...
Read More >
Is Money Really the #1 Cause of Stress?
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 >
