Financial Library

Build Your Wealth Together

Aug 07 2017

The wedding and honeymoon are over and you're settling in to your new life. You've accomplished many goals together over the past year with compromises being made over wedding plans, honeymoon destination, and a million and one other details. As you settle in for a long and fruitful life together, it's an ideal time to discuss your financial goals and map out an effective tax strategy that supports it.

Create an Investment Strategy for Your Tax Savings

tax planning

Investment Risk in Retirement Years

Aug 07 2017

As Joe Farnsworth^* from Toronto discovered, published return percentages do not necessarily tell the whole story of an investment portfolio performance. Joe retired 9 years ago from the Toronto Police Service from which he collects a serviceable pension each month.

retirement planning

Yellow Ducks and Free Money

Jul 10 2017

A minor fire storm of gossip and criticism hit the Toronto talk radio airwaves in early June as preparations for the Canada 150th birthday celebrations were fully underway!

financial planning

Saving Up For The Adolescent Years

Jul 10 2017

Have you considered putting aside extra funds for the teenage years?

If you have not thought about this, then you may want to if you have a child that is quickly headed towards the adolescent years. This can be a turbulent time, not just with the emotion and drama it can bring, but also with all of the associated expenses that it can add to the family budget.

financial strategies

What to Do After a Loved One Dies

Jul 10 2017

No matter how much we desire to protect the people most precious to us, the death of a family member is almost always met with some level of disbelief. In addition to the grief and mourning that follows the passing of a loved one, survivors are also left with the task of handling a variety of different matters at a time when they are probably least emotionally prepared to do so.

estate planning

Back to Basics

Jun 12 2017

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?

To address these questions, here is a refresher on why the financial industry exists in the first place.

Simply speaking, there are two basic functions for the financial industry:

financial strategy