People give family members gifts for all sorts of reasons whether it be an early estate or a wedding gift. Today we will look into how...

We often hear buying a house is the biggest purchase you will make in your lifetime, but it may not be the biggest financial decision you...

There has been a lot of talk over the past few years over passive investing over active investing. I’ve talked about it a lot with both...

Throughout my years as an Investment Advisor, I have had many conversations about the Canada Pension Plan (CPP) and Old Age Security...

Prime Minister, Sir Robert Borden, introduced the first federal income tax on business profits in 1916 and personal income tax in 1917....

This is a question that has come up frequently when I’ve discussed retirement planning with people. Thankfully, it’s not really an agreed...

It’s no secret that in response to the pandemic, we have seen an unprecedented amount of government spending all across the world and...

For many parents the greatest joy they can have in life is seeing their children succeed. As any of you who are parents would know, one...

“The problem is, the phrase is dead wrong. Hindsight is not 20–20. Not even close. Our view of the past, in fact, is hardly clearer than...

There seems to be a common belief that if you retire earlier that you will live longer as opposed to working longer. I have read this...

Happy New Year! Welcome to 2021 and I know that for most of us, it could not have come soon enough. Personally, I am optimistic about the...

Way, way back at the beginning of the Common Era, Epictetus offered some advice that remains relevant today: “It's not what happens to...

Over the last few years there have been a number of tax changes which have impacted Canadian corporation owners and have forced many tax...

Over the last 5-7 years the financial services industry has become famous for offering “the plan”.

One of the lessons I remember from my Dad in starting in the Wealth Management business was that the market moves based on fear and greed.

“More money is left behind than lost during market declines.”

2020 has been an unbelievable year in terms of stock market returns.

Investing for income is something that you hear a lot about these days. As the bulk of the baby boomer generation is at or near...

It’s September and with that, a new school year is upon us, albeit an unusual and distanced one this time around. For parents with...

Most people will remember 2020 for the once in a century pandemic and economic consequences which have come from it.