Recent Articles

Year-End Tax Planning Ideas

The following are some ideas for individuals and business owners to reduce income taxes as …

Recent college or university graduates with their first career job have an understandable itch to …

We all know how easy it is to romanticize our retirement years. Many of us …

Market Highs vs. Your Goals

As Canadian and US stock market indexes hit new highs this year, many investors began …

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once …

Recently, a client wanted to leave all of their money to two charities through their …

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community …

But I’m Invincible

Most people have a false sense of security by believing that they will not be …

Passing it on to Your Heirs

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. …