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Insights and articles.
Past articles on retirement, insurance, tax and investing. These are archived and shown with their original publication dates, so figures and rates may have changed.
Are You Paying Too Much For Insurance (Mortgage Insurance)?
Today more than ever … it is important to review your portfolio with regards to insurance. The average home price in Canada just hit $720,850 (Source: Financial Post December 15, 2021) in…
Will Your Bond Portfolio Be Affected By Rising Inflation and Interest Rates?
Whether one is headed into or in retirement already, there are countless financial articles advising that one should reduce the risk in the portfolio’s. One way to achieve this is to…
Want Financial Advice From a Respected Heart Surgeon?
Mr. Bernard was a gentlemen (performed the first human-to-human heart transplant in South Africa in 1967) with a great talent who successfully operated on patients allowing them to survive…
Retirement Planning for Canadians: Forgetting about Health Care and Home Care Costs
Long-term care might be an overlooked expenditure, but it is becoming increasingly important to incorporate in retirement planning — especially for younger generations. The number of…
2021 Year End Investment and Planning Strategies
Throughout our lifetime we are bound to make a few mistakes. The next question is can we learn from them. Are we able to rebound from them and not let that hinder our financial future? It’s…
Tips to Save More on your Upcoming 2022 Tax Return
Claim Home Office Expenses and Deduct Employment Expenses from your Employer. If you are self-employed and/or work from home now you are entitled to deduct a percentage of a range of…
The First Step To Building A Brighter Future For Your Children
An RESP is the first vehicle parents or grandparents should look at when saving for their children’s education. It’s a registered education savings vehicle (contributions to the plan are…
What is Life Insurance and Why Is It So Important?
Life Insurance is used to protect your assets and to replace income. It is essentially a financial benefit received in the event of the insured person’s death. The policyholder agrees to…
Canadians Are Still Not Saving During the Pandemic
Although many Canadians during the pandemic of March 2020 have saved some money it has not translated into a larger nest egg for most families. In fact, HOOPP says that more than 66% of…
Is Your Retirement On Schedule? One Blindspot That Rarely Gets Factored In.
Long-term care might be an overlooked expenditure, but it is becoming increasingly important to incorporate in retirement planning — especially for younger generations. The number of…
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