16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

23 April, 2020 Retirement

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) and Life Income Funds (LIFs) by 25% for 2020....

16 April, 2020

The Financial Impact of Covid-19 - Live Interview

Yesterday, I had the opportunity to be interviewed on Your TV Sarnia with regards to the the financial impact from The Corona Virus, including the present situation we find global equity markets in, and the affect on......

08 April, 2020 Financial Planning

Market Volatility: Five Ways to Stay Calm

Economic optimism or pessimism, global health risks and trade wars are just some of the many factors that can introduce volatility in your portfolio. The real question is, what’s the best way to......

27 March, 2020 Special Reports and Newsletters

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Check out these revised infographics to help you better understand what the next steps a...

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. ...

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis....

18 February, 2020 Financial Planning

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs....

06 February, 2020 Financial Planning Tax Planning

2020 Financial Facts at your Finger Tips

More money facts for 2020; this one includes RRSP Contribution deadlines for the 2019 tax year, RRIF minimum payment schedule by age and percentage, as well as lots of great other information......