Resources & Articles

Financial Planning & Wealth Management


Saving For Your First HomeSeptember 22nd, 2022

Saving for a first home can be a significant challenge for many, especially when the price of the average home in Canada is nearly $630,000....
Read More >

Crisis Proofing Your BusinessAugust 31st, 2022

The events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected,...
Read More >

RESP Withdrawal OptionsAugust 10th, 2022

So, you’ve saved for your child’s education within a Registered Education Savings Plan (RESP), hoping that they will pursue post-secondary education one day. Congratulations! They...
Read More >

Special Needs PlanningJune 21st, 2022

Recall your last vacation? How much time did you spend planning where you were going, how were you going to get there, and what activities...
Read More >

12 Tips to a Brighter FutureJanuary 25th, 2022

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...
Read More >

Use of a Professional Corporation on RetirementDecember 20th, 2021

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 >

Sailing into Your Future with a Financial PlanNovember 26th, 2021

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 PlanningNovember 25th, 2021

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 InvestNovember 24th, 2021

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 PlanningNovember 23rd, 2021

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 >