Recent Articles

Tick Tock: RRSP Season is Here!

I am continually amazed at the number of people, who have high incomes and savings, that fail to take …

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, …

You have probably heard about the old 70 percent rule that suggests retirees will need the equivalent of about …

The penny finally dropped a couple of months ago during a client conversation about the risk of investing in …

We’ve had a few weeks to make and break our New Year’s resolutions. Now is a good time to …

The Magic Number!

The conversation with clients about retirement income planning is much different from those conversations that occur over the years …

It doesn’t take long after receiving your first paycheck to realize that all of your money is not your …

Grandma and Grandpa Santa

Is it Christmas again already? Time passes too fast when you achieve grandparent status, and George and Grace are …

Canadian couples rely upon Government pensions, CPP and Old Age Security (OAS) for a significant portion of their total …