Financial Planning Made Easy
A good way to give and save
Canadians are a ‘giving’ people. According to Statistics Canada, in 2011, the total amount of financial donations that individuals made to...
Your mortgage stress test
Mortgage loan interest rates have been reasonably low for quite some time – but it’s important to remember that rate changes are driven by various...
That doggie (or cat) in the window
Financial planning is a ‘big picture’ assessment of how to stay financially healthy and achieve your life and retirement dreams through your...
Protect your child's inheritance
You want your children to benefit equitably from your estate – and you want your legacy plan to include distribution methods that minimize taxes and fees...
Keeping up with the Joneses
Every day we encounter invitations to buy, buy, buy! Maybe you’ve just noticed that new car in the driveway next door and see a terrific new car and you...
I'm getting an inheritance
Have you ever met an ‘average person’? Neither have I. But, for the sake of argument, let’s say you’re the ‘average...
Estate planning mistakes people make
“Easy” and “simple” decisions don’t always add up to the right financial/estate planning answers. Here are a few “because I...
Family planning brings financial relief
Children truly are the gift that keeps on giving -- in love, happiness, satisfaction and spending your money to support and nurture them. In Canada, the cost of...
Off to college - get the most from RESP
It’s just around the corner – the big day when your child or grandchild heads off to college or university for year one of their next great...
Don't sing the wedding bill blues
Many brides and grooms have a special wedding song that becomes the tuneful touchstone of their new partnership – and because we’re now deep into...
Financial planning made easy
Investing for income –five fundamentals A sound financial plan usually includes developing and maintaining a portfolio of investments that you will, at...