Recent Articles

Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for any successful long-term financial strategy – can affect different situations quite dramatically. Here are some financial mistakes you should try to avoid: Mortgage amortized too long: With lenders offering 30 …

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 to change and adapt to new economic situations.   This can be great …

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 times, they weren’t saving as much as they could have been, at least …

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 will have a cumulative contribution room of $95,000.   TFSAs are now a …

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 true as we continue to live with lingering effects of above-average inflation and …

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 I talk to them about their care and their finances?‘   This topic …

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Without barely a moment’s thought, you would…

Do you ever feel like life is too automated?  Maybe…

You have worked all your life and saved for…

After years of living the “rat race”, you are looking…

You get home from work, your spouse is tired, and the…