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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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January 2018


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Recently a client sent me an interesting note ending with two excellent questions about how our investment managers keep their feet on the ground. I enjoyed his note, and...

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Time flies when you’re saving money.  Lo and behold, you are turning 71 which is the deadline for converting your Registered Retirement Savings Plan (RRSP) into a Registered Retirement...

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December 2017


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Exchange Traded Funds (ETFs) are supposed to reduce the cost clients pay for investment management. However, in some cases, I’ve noticed that they are actually increasing it.

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October 2017


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Today’s article is a guest post written by by Jeanette Bicknell , professional mediator.
 

I read about a divorcing couple who met with a mediator, only to be...

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Low return assumptions = smart planning. Find out why.

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