Recent Articles

With my very own wedding just around the corner, I realized I have some financial insights to share: Everyday Finances You thought taking care of your own finances was hard enough. Now try adding personality dynamics and …

There is currently a debate happening at the Federal and Provincial Level involving retirement affordability. Some politicians are suggesting an overhaul to the Canada Pension Plan; still others are having discussions on new Provincial Pension Programs. All …

The Planning Continuum

A question sometimes asked in the media is exactly what is the role of a financial professional and how do they help the client meet their life goals and dreams. Why do you even need to engage …

Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to give to their favorite charities.   Roger makes occasional donations to various charities. His donations …

Greatest Advice Ever

A woman was nearly run over last week, as I waited to cross the road at a busy intersection in downtown Toronto. She got impatient as the bustling pedestrians of Toronto waited for the walk signal at …

Statistics Canada reported in 2007 that most eldercare (75%) was provided by those between 45 and 64 years of age. These Canadians, often called the sandwich generation, are increasingly finding themselves spending their own savings to care …