Recent Articles

Scams Targeting Canadians

If it feels like everyone you know has received a suspicious text or a weird phone call lately, you’re not imagining things. Fraud is booming in Canada. Back in 2020, …

Small business owners need a specialized Financial Strategy

Business owners have to contend with many facets of financial management, business accounting, cash-flow management, and capital acquisition. The one area of financial management that often goes unheeded or is …

Good question. Many retirement income planning tools use a percentage of income to determine an income need in retirement and then calculate an amount needed to provide that income. People …

Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy …

Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to give to their favorite charities. Roger makes occasional …

Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be distributed more effectively if there is a properly …

Getting Serious About Savings & Investing

We are now well into 2026 and your New Year’s Resolution about managing your money better may have already been forgotten. As the late Sir John Templeton famously stated, the …

Get It When You Can

You know, we often hear those sad stories: a family loses everything in a house fire, and they didn’t have fire insurance. It’s easy to think, “That could never happen …

Government Benefits Can Boost Retirement Income

You might be surprised to learn that every year, thousands of Canadian seniors miss out on government benefits they’re entitled to—sometimes worth thousands of dollars a year. According to recent …