Recent Articles

Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition to their annual contributions, they would like to bequeath more substantial amounts to their chosen charity in their wills. Some …

Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of “re-opening” for business. Looking back over the past three months, while there have been many moments of stress and anxiety, there have also been moments to be thankful. What is there to …

If any good can come from an economic downturn it is that people are forced to think more seriously about their financial success strategy. Many people affected by the economic damage wrought by the recent COVID-19 pandemic will change their financial habits by cutting back on spending, reducing debt and …

If you apply on your 60th birthday, you’ll get about 36% less of the age 65 monthly pension. But, if you wait until you’re 70, you’ll get about 42% more. Should you hold out for the higher income, or start early?   Start early and you’re sure to get it. …

With Canada and many other countries practicing physical distancing or participating in complete lockdowns because of the COVID-19 virus, thoughts are turning to what the world may look like after the restrictions have been lifted.   Many people are expressing a desire for life to return to how it was …

Warren Buffett has a classic rule when it comes to market volatility:   “Be fearful when others are greedy and greedy when others are fearful”.   Investor anxiety normally tends to rise in step with market volatility because most people are concerned about trying to pick the best time to …