Recent Articles

Overlooked RRSP Strategies

There are a number of common RRSP strategies that many of us use on a regular basis. These include making regular monthly deposits, borrowing to make RRSP

Wealth Transfer Tips

Wealth transfer can be a complex process for most families but especially wealthy ones. The range of issues involved can include family values, objectives and relationships; business

New Year. Fresh Start.

With the holidays behind us, and the credit card bills arriving as testimony to your celebrations, perhaps now is a good time to reflect upon some potential

Five Common RRSP Mistakes

The following are relatively common mistakes that Canadians make annually when contributing to their Registered Retirement Savings Plans.   1. Reporting RRSP contributions based on a calendar

A survey conducted by a big bank some years ago* revealed that over 30% of Canadians were hoping for a lottery win to help fund their retirement.

After spending likely 15 – 30 years focused on building an investment portfolio, it can be quite a challenge to switch gears when it comes time to