Do you feel as though you are paying too much tax? A recent study suggests that high-income families pay a...
Tax-Saving Opportunities: Shift Income, Split Tax
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What’s Your Cognitive Life Expectancy?
What is your “cognitive life expectancy?” One study suggests that, on average, brain health declines around 12 years...
Fixed Income — Where to From Here?
After a difficult year in 2022, some investors have been asking: what lies ahead for the fixed-income market? Modern...
Be Aware of Evolving Scams
PROTECTING YOUR PERSONAL FINANCES Be Aware of Evolving Scams Financial scams continue to be on the rise and the level...
Investing in “Tax-Smart” Ways
INVESTING IN “TAX-SMART” WAYS Have You Maximized Tax-Advantaged Accounts? We aren’t doing a good job fully maximizing...
New Year’s Advice for the Younger Generation: It Starts With Saving!
At one time in the not-so-distant past, our society was tuned into saving. We wouldn’t think of buying something until...
When Was the Last Time You Reviewed Your Will?
Over the years, the statistics haven’t changed much: the majority of people still do not have a Will and, for those...
March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation
“Some say the world will end in fire, some say ice. From what I’ve tasted of desire, I hold with those who favor fire....
Deferring OAS Benefits: What’s the Break-Even Age?
Many high-net-worth investors do not require income from Old Age Security (OAS) benefits, thus having the option to...
A Silver Lining to Inflation? Adjustments to the TFSA & CPP Make a Difference
If there is any good news that can come with high inflation rates, it may be the resulting cost-of-living adjustment....