Recent Articles

The age old saying, ‘Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating. Even the government is calling the startling low rate of financial …

The Family Meeting

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.   Phillip and Betty review their wills …

Have you ever given much thought about retirement?  If so, do you know what steps you have to take to get there?  Truth is, many Canadians are waiting until it’s too late to properly prepare for retirement.  …

With Thanksgiving right around the corner, now is a great time to reflect on some end of year financial “harvesting” tips you can easily implement in your business or personal life. #1 – TAX LOSS HARVESTING The …

Buy Now, Pay Big Time Later

Brent and Darlene really enjoy their ‘toys’ and their lifestyle. In the last few years, they bought themselves a big screen TV, a stereo system, two expensive new vehicles, a ski boat and took a tropical vacation, …

Alicia was about to sign the papers on her new vehicle when she noticed an additional charge of a little over $3,400 for insurance on the Bill of Sale. When she asked the finance manager what it …