Newsletter

Newsletter

Goals: Do you need them?

Goals, goals, goals.  Making them.  Setting them.  Achieving them. These days, goal making seems to be part of the suite of hyper-productive activities requiring us…
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Avoiding Investment Seduction: It’s Tough

The Gory Details of Wealth Destruction Driving By The Rear View Mirror It may seem obvious that investment wisdom is often reflected in what you…
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RRSP to RRIF Conversion Explained

One of the most common questions I hear is around the conversion of an RRSP into a RRIF.  When do I need to do it? …
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The 3 Steps in Making an Investment

All too often we distill the idea of a ‘good investment’ to simply buying low and selling high. When deconstructed, investing is more involved and…
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Tips on Preventing Fraud

A few weeks ago, I was sitting outside enjoying a summer evening and my phone rang with an 800 number.  Like I seem to do…
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Is Debt a Four Letter Word?

With interest rates having risen at their fastest pace in a generation the subject of paying off debt or whether it even makes sense to…
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If it is Important Make a List

All too often we think that once we have our wills in place that our estate planning is complete.  Conceptually this is true - the…
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What is the First Home Savings Account?

This new plan type is one of the measures that the government has introduced to help alleviate the housing crisis. The First Home Savings account…
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Gifting to Adult Children: A Few Questions to Ask Yourself

Over the last few years, the topic of gifting money to adult children has made its way onto the agenda more frequently. This is no…
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4 Ways to Donate to Charity

Over the last few years, I’ve observed that people are increasingly interested in making a difference and leaving a legacy in their communities.  Below are…
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The Mindset Required for Today’s Market

After a brief respite from our ugly June statements, we are once again in a collective state of worry.  Today’s current foe is inflation with…
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Decluttering Your Financial Life

With our boys away at overnight camp I have some time on my hands.  My plan is not to build a deck or paint a…
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Ready to Get Started on Securing Your Future?