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March 2019

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In the past year I have fortunately been diagnosed with celiac disease and moderate hearing loss. I say “fortunately” because these afflictions are...

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~Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.
Ronald Reagan

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February 2019


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If you belong to a defined benefit pension plan, you will eventually need to make a choice between guaranteed monthly payments from your employer and a lump sum, or “commuted value”, that you invest to provide a retirement income stream. 

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Registered Education Savings Plans (RESPs) are the best way to save for your children’s education.  That’s because the government provides at least a 20% match of your contributions*, and who doesn’t love free money?

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October 2018


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Whether you keep your tax records in a fireproof safe on the second floor, stacked up beside the microwave, or in five coloured folders in your home office…

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July 2018


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As I write, in 2018, the Tax-Free Savings Account (TFSA) program is ten years old. And what a fine ten-year-old it is! Who doesn’t love being able to set money aside tax-free, for a lifetime?

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First – why do you think you’ve over-contributed? Is it because your account value exceeds the accrued contribution limit?

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April 2018


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At some point, you wisely purchased insurance to protect you and/or your dependents from the financial risk of premature death, disability, critical illness, or the need for long-term care.  

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March 2018


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It’s a little-known fact that insurance companies charge more to policy holders who pay monthly than those who pay annually. In general, monthly payors pay 7% to 9% more.

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February 2018


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Back in late 2008 a client of mine shared an article with me about a new mutual fund company called EdgePoint.  I did the research, and as a result, discovered one of Canada’s premiere investment management firms.

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