24 November, 2020 Retirement

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements....

01 October, 2020

Estate Planning: Transferring Your Estate

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

01 September, 2020 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

02 August, 2020 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

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. ...