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Power of Attorney – A Financial Planning Component
Power of Attorney - A Financial Planning Component A power of attorney is an…
Your RRIF should have a Cash Wedge
Your RRIF should have a Cash Wedge. If you turn 71 in 2023 you…
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits With the financial markets looking…
Strategies for dealing with stock market volatility
Selling off in a low market is a big mistake for investors! In times of…
How Grandparents can do more financially to help their Grandchildren
How Grandparents can do more financially to help their Grandchildren Many grandparents are assisting…
Power of Attorney – A Financial Planning Component
A power of attorney is an essential part of a financial plan. If something happens…
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Power of Attorney – A Financial Planning Component
A power of attorney is an essential part of a financial plan. If something happens…
7 Ways To Help Your Finances Now
These are uncertain times, as businesses have closed their doors, people have been laid off,…
Charitable Giving
What if the old adage is wrong, and you can take it with you? After…
Benefits of an Estate Freeze
With good planning with your accountant, lawyer and financial advisor, an estate freeze can help…
Suggestions for Sharing the Family Cottage
Often the decision to give ownership of the family cottage to one child over the…
I want to help the best way I know
In these uncertain times, I want to help the best way I know-how All of…
Dual Wills Can Reduce Probate Fees
While it is not uncommon for the executor of an estate to apply for a…
Retirement Planning with Segregated Funds
At a time when Canadians are planning their retirement, they are faced with challenges such…
Charitable donations make a huge difference
Canadian non-profit organizations are broadening their horizons to support essential local community needs during exceptional…
Estate Planning: How Prepared Are You?
Just as any well-organized vacation requires thought, planning and attention to detail so too does…
Grandparents Gifting Money to RRSP
Many young people spend their hard-earned money on the usual things that young adults enjoy,…
Power of Attorney – A Financial Planning Component
Power of Attorney - A Financial Planning Component A power of attorney is an…
Planning ahead can ease the challenge of a Critical Illness
Unexpected health problems can throw your plans and goals off track. Suffering a critical illness…
Rebalancing: Safe guard your investments
During the high ups and high downs in the market, investors always need to ensure…
I want to help the best way I know
In these uncertain times, I want to help the best way I know-how All of…
5 Things to Know Before Investing
When it comes to investing, most people will make mistakes along the way, which is…
Estate Planning: How Prepared Are You?
Just as any well-organized vacation requires thought, planning and attention to detail so too does…
You can receive a guaranteed 20% rate of return in a RESP
Giving a child access to a post secondary education is something all parents, grandparents, aunts…
Is a robo-advisor right for you?
Over the last few years, there has been a growing trend of utilizing 'robo-advisors' in…
Critical Illness Insurance is Worth Every Penny
Critical Illness insurance is coverage against minor and major medical issues, such as cancer, heart…
Planning for your Retirement
Over the last few decades, you have been saving regularly and built up your retirement…
Sustainable Investing
The market has seen an increased number of consumers wanting to invest their money into…
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits
With the financial markets looking more promising, many individuals are reviewing their investments with an…
Is market volatility affecting your retirement income
Maintaining your income and outliving your income are two of the biggest concerns for people…
7 Ways To Help Your Finances Now
These are uncertain times, as businesses have closed their doors, people have been laid off,…
What is a Financial Plan and do I Need One?
A financial plan at its core is a map to reach your goals. It is…
TFSA or RRSP – Choosing One?
Choosing whether to invest in a Tax-Free Savings Account (TFSA) or a Registered Retirement Savings…
Advantages of Whole Life Insurance
Although premium should be the least important consideration when purchasing life insurance, the most frequent…
What is Office Overhead Expense Insurance?
If you operate a business this sensible insurance will help pay the bills for your…
I want to help the best way I know
In these uncertain times, I want to help the best way I know-how All of…
Charitable Giving
What if the old adage is wrong, and you can take it with you? After…
Is mortgage insurance the right choice
You have decided to purchase your first house or you are re financing your mortgage.…
Advantages of Whole Life Insurance
Although premium should be the least important consideration when purchasing life insurance, the most frequent…
Why Disability Insurance?
Disability insurance is not the 1st thing that anyone wants to talk about. Canadians generally…
Critical Illness and Unexpected Expenses
Smart financial planning involves preparing for the expected and the unexpected. Saving money for retirement…
Disability Insurance: Group or Individual
Are you confident that your group disability insurance will pay out if you are injured…
What is Guaranteed Life Insurance?
For some people, one of the greatest obstacles to obtaining life insurance is the medical…
Planning ahead can ease the challenge of a Critical Illness
Unexpected health problems can throw your plans and goals off track. Suffering a critical illness…
Critical Illness Insurance is Worth Every Penny
Critical Illness insurance is coverage against minor and major medical issues, such as cancer, heart…
How much life insurance do you need?
Life insurance is an important part of any financial plan, providing reassurance that in the…
Life Insurance Versus the Lottery
Playing the lottery can be enticing. Each week there are countless advertisements for the ability…
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits With the financial markets looking…
You can receive a guaranteed 20% rate of return in a RESP
Giving a child access to a post secondary education is something all parents, grandparents, aunts…
The Benefits of a RESP
We all want the best for our kids and grandkids, and we do everything that…
Rebalancing: Safe guard your investments
During the high ups and high downs in the market, investors always need to ensure…
5 Things to Know Before Investing
When it comes to investing, most people will make mistakes along the way, which is…
Build a Budget, Take the First Steps
It's a new year and a new adventurous year is ahead for all of us.…
Account Options when Saving for a House
Saving money for the purchase of your first house can be an exciting time. Setting…
Stay the Course Through Market Corrections
The stock market is similar to the weather in that both are increasingly prone to…
How Grandparents can do more financially to help their Grandchildren
How Grandparents can do more financially to help their Grandchildren Many grandparents are assisting…
Not All GIC’s are the same!
Not All GIC’s are the same! Guaranteed Interest Investments with banks, Credit Unions or Online…
Is a robo-advisor right for you?
Over the last few years, there has been a growing trend of utilizing 'robo-advisors' in…
I want to help the best way I know
In these uncertain times, I want to help the best way I know-how All of…
Sustainable Investing
The market has seen an increased number of consumers wanting to invest their money into…
Is a Group RRSP Enough
Upon entering the workforce, one of the first things you are informed about is the…
Purchasing your First House
Looking at purchasing your first house is an exciting time; there are so many thoughts…
Retirement Planning with Segregated Funds
At a time when Canadians are planning their retirement, they are faced with challenges such…
Strategies for dealing with stock market volatility
Selling off in a low market is a big mistake for investors! In times of…
Charitable donations make a huge difference
Canadian non-profit organizations are broadening their horizons to support essential local community needs during exceptional…
Is market volatility affecting your retirement income
Maintaining your income and outliving your income are two of the biggest concerns for people…
Planning for your Retirement
Over the last few decades, you have been saving regularly and built up your retirement…
TFSA or RRSP – Choosing One?
Choosing whether to invest in a Tax-Free Savings Account (TFSA) or a Registered Retirement Savings…
Is your retirement income at risk
Throughout your career, you have been investing your money on a regular basis into your…
Grandparents Gifting Money to RRSP
Many young people spend their hard-earned money on the usual things that young adults enjoy,…
Distracted by Market Volatility
Trade wars, Brexit, NAFTA – all of these bring volatility and the fear of losing…
Your RRIF should have a Cash Wedge
Your RRIF should have a Cash Wedge. If you turn 71 in 2023 you…
Rebalancing: Safe guard your investments
During the high ups and high downs in the market, investors always need to ensure…
I want to help the best way I know
In these uncertain times, I want to help the best way I know-how All of…
Estate Planning: How Prepared Are You?
Just as any well-organized vacation requires thought, planning and attention to detail so too does…
Is your retirement income at risk
Throughout your career, you have been investing your money on a regular basis into your…
Benefits of an Estate Freeze
With good planning with your accountant, lawyer and financial advisor, an estate freeze can help…
The gift of feeling good about your money
“Sue, I want to pay more taxes.” I’ve never had a client say, “Sue, let’s…
Is a robo-advisor right for you?
Over the last few years, there has been a growing trend of utilizing 'robo-advisors' in…
Critical Illness Insurance is Worth Every Penny
Critical Illness insurance is coverage against minor and major medical issues, such as cancer, heart…
Planning for your Retirement
Over the last few decades, you have been saving regularly and built up your retirement…
Build a Budget, Take the First Steps
It's a new year and a new adventurous year is ahead for all of us.…
Pension Splitting and Savings Opportunities
Pension income splitting is a tax savings strategy designed to lower a couple’s income tax…
Retirement Planning with Segregated Funds
At a time when Canadians are planning their retirement, they are faced with challenges such…
Is market volatility affecting your retirement income
Maintaining your income and outliving your income are two of the biggest concerns for people…
7 Ways To Help Your Finances Now
These are uncertain times, as businesses have closed their doors, people have been laid off,…
TFSA or RRSP – Choosing One?
Choosing whether to invest in a Tax-Free Savings Account (TFSA) or a Registered Retirement Savings…
Is a Group RRSP Enough
Upon entering the workforce, one of the first things you are informed about is the…
Stay the Course Through Market Corrections
The stock market is similar to the weather in that both are increasingly prone to…
Distracted by Market Volatility
Trade wars, Brexit, NAFTA – all of these bring volatility and the fear of losing…
Life Insurance for Young Canadians
Here are some basic tips about life insurance and living benefits needs for young Canadians.…
Importance of Living Benefits
Critical Illness and Disability insurance have many benefits that provide income while you are still…
Create Wealth with Life Insurance
Life insurance can help protect your investments you have worked hard to create. Permanent life…
Cashable Annuity
Annuities can provide guaranteed income for life, such as indexed to inflation, joint policy owners,…
Succession Planning of the Family Cottage
When planning on passing the cottage to family members there are many key things to…