Resources & Articles

Financial Planning & Wealth Management


Staying Calm When Markets are VolatileMay 18th, 2023

Why Avoiding Short-Term Performance Figures Can be a Sound Strategy In times of economic turbulence, it’s normal to feel apprehensive when you’re about to read...
Read More >

First-time Home Buyer’s Plan – A New Registered Plan is AvailableApril 3rd, 2023

Today’s real estate market at is at an all-time high; so as a first-time home buyer – it is not only an intimidating but also...
Read More >

How to Financially Prepare for DivorceMarch 31st, 2023

Jane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the...
Read More >

12 Tips to a Brighter FutureMarch 1st, 2023

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 >

Charitable GiftingDecember 22nd, 2022

As the holiday season nears, many Canadians will make the bulk of their charitable donations for the calendar year. While many of us may not...
Read More >

The Tax Free Savings AccountNovember 28th, 2022

In 2009, the federal government introduced the Tax Free Savings Account (TFSA) to give Canadians another means to save for their financial goals.  The TFSA...
Read More >

Inheritance PlanningNovember 22nd, 2022

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 >

Use of a Professional Corporation on RetirementNovember 18th, 2022

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 >

EXECUTOR: Whether to Accept This RoleNovember 8th, 2022

Individuals may be asked to take on various roles in respect of loved ones, friends, clients, or others. One role that is particularly riddled with...
Read More >

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 >