Recent Articles

Year-End Tax Planning Ideas

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their …

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet …

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience …

Market Highs vs. Your Goals

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have …

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The …

Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a legacy to a few …