Recent Articles

These days, having a career presents many more new rewards and challenges than it ever used to. What we used to take for granted – including our work location – can sometimes change dramatically as companies continue …

Maximizing Your Retirement

Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years, their RRSP accounts haven’t grown as much as they had expected. Even in the best of …

The Tax-Free Savings Account (TFSA) contribution limit increased to $7,000 (from $6,500) for 2024. This new limit means that a taxpayer who has never contributed to a TFSA and has been eligible for one since its inception …

Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals to fruition can’t happen without a clear plan of action and determined effort.   This is especially …

Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially true when it is difficult to predict interest income on investments.   They often ask: ‘How do …

Financial planning is the cornerstone of building optimal wealth for individuals and business owners in Canada.  The journey towards financial prosperity requires careful consideration of unique aspects such as tax laws, government benefits, and specific investment opportunities. …