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Our #1 FREE RETIREMENT NEWSLETTER
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Our #1 FREE RETIREMENT NEWSLETTER
*Privacy policy: we hate SPAM and promise to keep your email address safe.
On Wednesday, March 22nd at 4 pm, Bill Morneau, Federal Minister of Finance, delivered his Federal budget in the House of Commons. The budget is titled “Building a Strong Middle Class”. What you Need to Know The Federal budget was described as a “wait-and-see” budget by CBC news, with a…
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It took almost a decade for me to realize the importance of money and relationships. My career was beginning in finance and my life was becoming the place to practice my passion. I have learned things along the way from books, courses, professional designation, but more importantly from…
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Where do you get your money advice from? Is it a friend who you think is money smart, maybe a parent or co-worker? Your money advice should come from a professional that can step back from the emotional side of money. Finding a Financial Planner should be a priority. We…
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$10 Canadian Bank Note Viola Desmond is considered an icon of human rights and freedom movement in Canada. She was a successful Nova Scotia business woman known for defiantly refusing to leave a whites-only movie theatre in 1946. She was jailed, convicted and fined. Her case was the first known…
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2016 -end of year tax updates you need to know It has been a whirlwind of tax changes so I have put together a short video that shares the end of year tax updates that you need to know by Dec 31st. Principle Residence Exemption The…
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Many people think about their retirement often and most begin their retirement planning way before they are close to retirement age. However, some people only consider how much money they need in their RSP’s or pension when discussing their retirement plans. There is so much more that you need to…
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Death and Taxes Benjamin Franklin once claimed there are two things in life that you can’t avoid: death and taxes. In the case of those people who die without a will and proper estate planning. The saying can easily be changed to: death and more taxes. The wise Benjamin Franklin…
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We are introducing a new tool that we think you will really appreciate called The Retireability Score. Find out What I Wish Everyone Knew About Retirement Planning. The Retireability Score is an online questionnaire that will take 10 – 15 minutes to complete. It will help you answer your retirement ready questions….
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Amidst all of the US election noise and the financial market speculations that will come in the following days, I want to share with you a positive and uplifting note, something to take our minds off of the news and media blitz that we have been bombarded with. This month…
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I wanted to share with you a question that came up with a couple that I just met: Q: We are in our early 40’s and have 2 young teens. We just finished paying off our mortgage and are now free and clear. Because our goal was paying down the…
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