latest articles

Dec
09
2024

A Conversation About Your Financial Future

By admin

Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting?

There are generally two ways to approach your relationship with a new advisor.

Approach One: Hand over all your financial details and hope the advisor reassures you that everything's fine, with only a few small tweaks needed.

Tags: 
investment planning
Dec
09
2024

Habits That Build Wealth

By admin

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial future.

Tags: 
financial strategy
Dec
09
2024

How NOT to Plan Your Estate: A Cautionary Tale

By admin

Let's face it—your death will create challenges for your loved ones. These challenges will fall into three main categories: emotional, legal, and financial. The good news? You have the power to minimize these issues. The bad news? If you want to make things worse, you can follow the "how not to" approach outlined below.

Of course, this is tongue-in-cheek, but let's explore what not to do when planning your estate.

Tags: 
estate planning
Nov
11
2024

Year-End Tax Planning Ideas

By admin

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 RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when all the last minute procrastinators rush to buy their RRSPs in the New Year and temporarily push up market values.

Tags: 
tax planning
Nov
11
2024

Weighing the Cost of Your Retirement Dreams

By admin

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 in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what makes the very idea of retirement seem so priceless. However, it would be a mistake to equate "priceless" with "cost-free!"

Those golden years might cost you more than you think. Are you prepared for those costs?

Tags: 
retirement planning
retirement

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