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Financial planning insights and guidance

Grey-Divorce: What You Need to Know About Managing Your Money

It goes without saying; divorce is hard – mentally, emotionally, physically and financially. It can be a hugely disruptive period that uproots your entire life, no matter what age you are....

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Happy New Year! Our Top 10 Financial New Year’s Resolutions

Happy New Year! Just like the holiday season, yet another year has zoomed by. The dawn of the New Year provides us all with the natural opportunity to pause - reflect on all that has happened in the past year, assess the current state of our lives, a...

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2019 Year in Review

Over the past 365 days, we have been committed to helping you understand your finances better. We have written over 40 articles on a variety of financial topics including retirement planning, effective budgeting, investment practices, estate planning...

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Home for the Holidays (Not!): How to Save Money Travelling this Holiday Season

While the snowy Canadian winter offers an idyllic landscape to ice skate on the Great Lakes, take in the picturesque views while skiing in the Rocky Mountains, and indulge in all the wintry fun the holiday season has to offer, you may be in search of...

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‘Tis the Season to Give Back: Charity & Taxes

In the true spirit of the holidays (and the upcoming December 31st deadline to make a charitable donation and receive a tax receipt for the 2019 year), it is helpful to revisit the details of how making charitable donations can reduce your tax liabil...

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Investing in Your Child’s Future: A Guide to RESPs

Given the undeniable value that comes from receiving an education, as a parent, you are likely hoping that your child will choose to pursue some form of higher-level learning after graduation from high school. This blog post looks into how RESPs can...

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Risk Adversity & Your Emergency Fund: Finding the Balance

If you have heard one piece of personal financial advice, it is likely one that preaches the importance of having an emergency fund. It is one of the only things that nearly all financial experts unanimously agree upon. While its’ importance goes unc...

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Keep Your Finances Happy This Holiday Season

December is fast approaching. You know what that means. As every day passes, malls are getting increasingly crowded, you’re beginning to hear the same few Mariah Carey and Michael Bublé holiday songs blasting through the intercom, and everywhere you...

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Give Yourself a (Tax) Break: How Selling Stocks at a Loss Can Save You Money

It’s almost that time of year again. As the holiday season approaches, the time has come to decorate the Christmas tree, light the menorah, invite hoards of family members over, and begin doing all of those special traditions that make the holiday se...

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Downsizing: Should You Own or Rent in Retirement?

When preparing for retirement, there are countless decisions you must make. Among the numerous questions to ask yourself, perhaps one of the most fundamental questions surrounds the future fate of your home. Where are you going to live for your golde...

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