Recent Articles

Year End Tax Planning Ideas

With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill.   The first idea is to look at harvesting …

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had …

All-Weather Investing

There is almost always chatter in the media about the next possible correction or recession. The most recent buzz is about a possible US recession …

Inflation is a reality of modern life, and in recent years, it has become increasingly challenging to manage personal finances in a higher inflation environment. …

CPP at 60? Pros and Cons

As individuals approach retirement, they must decide when to start receiving their Canada Pension Plan (CPP) payments. While the standard age to begin receiving CPP …

Monica was alarmed to hear from her mother’s financial advisor expressing concern over some unusual financial requests. She called her mom, who seemed fine, but …