Recent Articles

Pay Down Debt or Retire in Comfort?

Posted on June 8, 2015

Increasingly consumers in major Canadian cities such as Calgary, Edmonton, Vancouver or Toronto, are faced with a dilemma of how to best manage their cash flow in the face of record mortgage and consumer debt.

Tags: 
debt
retirement planning

But I'm Invincible

Posted on June 8, 2015

Most people have a false sense of security by believing that they will not be victims of a critical illness like cancer, heart attack or stroke; and if they are, that the healthcare system will look after them. Nothing could be further from the truth.

Tags: 
insurance planning

Tax Avoidance Strategy: Pension-Splitting

Posted on June 8, 2015

One out of every three workers is covered by a registered pension plan (RPP). That’s over 6 million people. Like all hard-working Canadians, they are looking forward to a satisfying retirement. Nothing helps create a pleasant experience in your golden years like a steady stream of income every month.

Evolution of an Investor

Posted on May 12, 2015

Sometimes during social events or other gatherings a person will approach someone in the financial services business with an opening question: “I hear you do investments. What kind of returns can I expect?” .

Tags: 
investment planning

Living Longer & Retiring Faster

Posted on May 12, 2015

Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring earlier creates a serious cash crunch because that greatly expands your time in retirement. A financial adviser can help you develop a plan to solve this critical problem.

Tags: 
retirement planning

Is Probate Right for Your Estate ?

Posted on May 12, 2015

Estate planning can be an overwhelming process. Whether it is your own estate or you are the executor for someone else, the checklist can seem never-ending. A financial adviser can help make sure your checklist is complete before you start checking the boxes.

One of those items on the checklist is probate, the legal process that confirms the executor's role. A will authorizes the executor to act on behalf of an estate, but an executor may seek confirmation of their authority from a court through a letter of probate.

Tags: 
estate planning

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