RRSP Season is Approaching

13 January, 2017

Filed Under: Financial Planning

The RRSP contribution deadline is March 1, 2017. Generally, people know an RRSP is important when it comes to saving for their retirement, what they might not know is how to get the most out of this investment option.... Read More

Big Bonus, Big Plans

24 November, 2016

Filed Under: Financial Planning

Getting a year-end bonus? Here are some things to consider. Many companies pay annual discretionary bonuses to employees, either at year’s end or in the first few weeks of the following year. You may have been receiving a bonus for years now (possibly...... Read More

Living in a Winter Wonderland

17 November, 2016

Filed Under: Events

A handful of ideas to make the most of winter.   We’re coming off of a beautiful summer and autumn, and there’s no doubt that some of us might be facing down a Canadian winter with a little bit of trepidation. But let’s flip the script and get excited...... Read More

Smart Talk About Your Insurance Options

29 September, 2016

Filed Under: Financial Planning

When considering the purchase of insurance, the various available options can be a bit perplexing and stressful. Your advisor’s role is to analyze your particular situation and help you choose the best combination of coverage and payment options. They...... Read More

How Would You Like To Pay?

12 August, 2016

The benefits and drawbacks of cash versus credit.  Last year, Canadian debt levels reached another record high, with the average household having more than $1.65 in debt for every dollar of annual disposable income.1 Most of that is mortgage debt, but...... Read More

Your Retirement Income

7 April, 2016

  Canadians today face a great deal of uncertainty when it comes to their retirement. Historically low interest rates are squeezing fixed-income investments and forcing investors to consider higher-risk alternatives. At the same time, as our population...... Read More

Tax Refund: Invest or Pay Debt?

16 March, 2016

Filed Under: Tax Planning

What you should consider doing with that tax refund. When you get a healthy tax refund, it can be tempting to think of all the ways you want to spend it. An extravagant vacation. A down payment on a new car. There are so many possibilities. But it turns...... Read More

2016 Tax Changes Report

26 February, 2016

Filed Under: Tax Planning

Understanding the Federal Government’s Proposed Changes Shouldn’t be Taxing Important facts and tips regarding the government’s new tax policies   Canada’s recently elected federal government has a number of changes to how we’re going to be taxed in ...... Read More


17 February, 2016

Filed Under: Financial Planning

We’re glad you asked. When it comes to saving for the future, should you use a Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA)? The answer depends on your financial goals, investment time horizon and tax situation, but it...... Read More

Emotional Investing

20 January, 2016

“During a period of volatility it is all too easy to allow your emotions to dictate your investment decisions”. Focus on Volatility Should you abandon your investment plan in these volatile times? Investing will always involve some level of risk; no ...... Read More

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