Tagged: Financial Planning
You work hard throughout your life so that you can live comfortably during this phase of your life. When its time for retirement, your regular income may stop but your expenses will not. In...
Have you ever thought about what would happen if you became injured or sick enough that you would no longer be able to go to work everyday or run your business? Do you have...
Wealth management is the amalgamation of the clients’ investments, taxes and estate plans into an all-integrated plan to achieve their individual goals through proper management of their financial resources. It involves integrating financial planning,...
If you (or loved one) do not have your elder estate planning in order and you die without a Will, this situation is called being “intestate.” The State and probate court will then become...
I was challenged by my friend Aaron to complete the Ice Bucket Challenge this month. I decided to have a little fun with it. Please check out ALS.ca for more information about this terrible...
“Nearly half of Canadians will develop cancer in their lifetime. 62% are expected to survive or 5 years or more.” * Being financially secure means you never risk losing the two most treasured items...
Homeowners in their fifties are almost five times as likely to say they are more comfortable with debt than their parents. Those whose parents taught them a lot about debt management are twice as...
Critical illness insurance is a form of health insurance that provides a lump-sum payment should you become seriously ill. It can be purchased as a stand alone policy or as a rider with your...
Although Canada does not directly provide home-owners with tax-deductible mortgages, they do offer an investment incentive that enables Canadians to turn their mortgage into tax-deductible debt called the Smith Maneuver. Tax deductible means that...
There are a number of ways to reduce the amount of taxes you owe, and keep more money in your pocket at tax time. The Canada Revenue Agency (CRA) can help you learn more...
