Estate Planning: A Snowbird Checklist

Published by Evan Davies on Oct 02, 2017

Heading south this winter? Winter is the time of year when many Canadians plan their escapes from the cold and head to warm weather destinations. While many planning efforts are focused on setting up ... Continue reading

Income is Scare. Casting a Wide Net Can Pay Dividends.

Published by Evan Davies on Sep 15, 2017

For the first time ever, there are now more people in Canada age 65 and over than there are under age 15, according to Statistics Canada. The proportion of those aged 65 and older climbed to 16.9 per ... Continue reading

Back to School: Opening an RESP

Published by Evan Davies on Sep 05, 2017

It’s that time of year again, when families all over the country are preparing their kids for the back to school season. With that can come an added sense of financial responsibility as the cost of education... Continue reading

10 Reasons to Stop Putting Off Your Estate Planning

Published by Evan Davies on Aug 11, 2017

Estate planning is an essential part of wealth management. Estate planning not only ensures that your assets are distributed pursuant to your wishes, but it ensures that such distributions are done in... Continue reading

RESP - Saving for Education

Published by Evan Davies on Sep 09, 2016

With the return of autumn, many families may be turning their attention to thoughts of school and the cost of education. For some, children are off to pursue post-secondary education programs. For others... Continue reading

Life Insurance and Saving for Retirement

Published by Evan Davies on Aug 30, 2016

One of the most common ways to take advantage of tax benefits when considering longer-term retirement planning is to invest in a Registered Retirement Savings Plan (RRSP). These familiar plans offer immediate... Continue reading

The Value of Advice

Published by Evan Davies on Jul 25, 2016

The investment industry has attracted much attention lately with negative press and scrutiny relating to the costs associated with investing. It’s understandable — investors have many options when seeking... Continue reading

Business Succession Planning - are you prepared?

Published by Evan Davies on Jul 14, 2016

If you’re a business owner, you will eventually be faced with the question of what happens after you decide to leave the business. It is never too early to begin the succession planning process. One exit... Continue reading