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Educational Publications

Retirement Planning

A Broader Approach to Retirement Planning

Broadening the Approach to Preparing for Retirement

Individual Pension Plans

RSP Maturity Options

RIF Payout Schedule

RRIFs - Tips & Considerations
A comprehensive overview of Registered Retirement Income Funds

Understanding The Basic RRSP Rules
A comprehensive overview of Registered Retirement Savings Plans

Retiring Allowances-The Silver Lining


Tax Planning

Canadian Snowbirds and U.S. Income Tax

Charitable Giving

Charitable Giving: Donating Appreciated Securities

Eligible Dividends

How Investment Income is Taxed
Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This article discusses the taxation of the investment income as it pertains to an individual resident in Canada.

Insured Annuities

Making Gifts to Adult Children

Pension Income Splitting to Reduce Family Taxes

Tax Free Savings Accounts

Tax Planning for an Inheritance

Transferring Your Business to the Next Generation

Trusts for Protection and Tax Savings

Understanding Capital Losses

Estate Planning

Caretaker and Incentive Trusts for Adult Children

Critical Illness Insurance

Disability Income Insurance

Estate Preservation

Executor's Task List

Support for Executors

A Guide to Granting Powers of Attorney

Insured Annuities

Joint Ownership of Property: Pros & Cons

Probate Fees and Taxes

Sue And George: A Case Study On Trusts For A Surviving Spouse

Survivor Income Needs

Tax And Estate Consequences of Investing in U.S. Securities

Transferring your Business to the Next Generation

Trust Planning For The Disabled

U.S. Estate Tax for Canadians

Wills That Work

The Why and When of Wills

Your Plan for The Family Vacation Property

Education Planning

RESPs and The Canada Education Savings Grant


Summer 2015 Newsletter

Spring 2015 Newsletter

Winter 2015 Newsletter

Fall 2014 Newsletter

Summer 2014 Newsletter

Winter 2014 Newsletter

Fall 2013 Newsletter

Summer 2013 Newsletter

Spring 2013 Newsletter

Winter 2013 Newsletter

Fall 2012 Newsletter

Summer 2012 Newsletter

Spring 2012 Newsletter

Winter 2012 Newsletter

Fall 2011 Newsletter

Summer 2011 Newsletter

Spring 2011 Newsletter


Women in Wealth: A financial golden age has arrived

Room to Run - Canadian Housing Update

Portfolio Strategy Summary - Market Update August 2015