Are you able to tell me how much money your parents made each year when you were ten years old? Probably not. I bet a lot of people couldn’t. Why exactly is that? For...
Life insurance is an important part of financial planning, but understanding insurance and purchasing the right product can be confusing. While you should rely on the expertise and recommendations of your insurance agent, it’s...
Press Release Local Independent Insurance Broker & Personal Financial Specialist advises careful attention to investment, retirement and estate planning during tax season Orleans, Ontario March 19th, 2013 – Your tax return is more than a tally...
The Top Five Canadian Tax Return Questions Answered Part of the 78 Tax Tips For Canadians For Dummies Cheat Sheet When should you file your Canadian tax return? How do you get missing...
When the Tax-Free Savings Account was launched in 2009 there was a great deal of confusion on exactly what it was, how it worked and how best to use it. 5 years later and...
Since Valentine’s day is near I thought I would talk about what is running through the minds of everyone trying to find that special gift to show their spouse how much they love them,...
It’s the middle of January and the Christmas bills should start rolling in. If your like most families you ended up spending a little more than you planned to over the holidays. I’m not...
Most families in Orleans that own a home with a mortgage, chances are you have Mortgage Disability Insurance. It goes without saying that Mortgage Disability Insurance is linked to your Mortgage. Most lending institutions...
The majority of the families I meet with think they have their biggest liability (their home) covered with Mortgage Insurance. The problem I find is that typically the person selling the mortgage never took the...
When our first child was born we were contacted by one of those group RESP plan reps and we decided it would be a good idea start saving now in a RESP. We thought we were being...
