Here is a collection of articles where we have been featured in the news

How To Earn Tax-Efficient Dividend Income

The article “How To Earn Tax-Efficient Dividend Income” was originally published on MoneySense on January 31, 2017. Just know that your dividends will turn up on your tax return whether you like it or not.   Q: If I am holding stocks that pay a...

read more

Investing In Canada As A U.S. Resident

The article “Investing In Canada As A U.S. Resident” was originally published on MoneySense on January 24, 2017. Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps? Q: I am a Canadian citizen. I live in the...

read more

When Not To Apply For OAS

The article “When Not To Apply For OAS” was original published on MoneySense on January 17, 2017. Depending on your income, an OAS application could be a huge mistake. Q: I retired early at 60 and I am now 65. I opted to collect my CPP at 60. Now at 65, I...

read more

A Quick and Easy Primer On Capital Gains Tax

The article “A Quick and Easy Primer On Capital Gains Tax” was originally published on MoneySense on January 10, 2017. How capital gains tax works with a TFSA, plus other need-to-know info.   Q: Can I save capital gains tax by putting money into a...

read more

When Not To Contribute To A TFSA

The article “When Not To Contribute To A TFSA” was originally published on MoneySense on January 3, 2017. Richard is looking for some advice on an $80K inheritance. A TFSA isn’t the holy grail of investing. Q: My wife and I would like to put our...

read more

Can You Unlock A LIRA Early?

The article “Can You Unlock A LIRA Early?” was originally published on MoneySense on December 20, 2016. In Alberta there are 5 instances when you may be able to. Q: I have a LIRA from my employment some years ago in the amount of $250,000. I live in...

read more

Paying Off Debt With Investment Income

The article “Paying Off Debt With Investment Income” was originally published on MoneySense on December 13, 2016. Shawn can pay off his mortgage with his stock investments. The question is: Should he? Q: I have a mortgage and pay 3.5 percent and make...

read more

Help Your Parents Avoid Probate

The article “Help Your Parents Avoid Probate” was originally published on MoneySense on December 6, 2016. Should you buy your parent’s home to dodge probate? Q: My dad wants my brother and I to buy his home in order to avoid probate. I would like to see...

read more

Investing U.S. Stocks In A TFSA

The original article “Investing U.S. Stocks In A TFSA” was published on MoneySense on November 29th, 2016. Avoiding U.S. stocks in your TFSA may lead you to pay more tax Q: In a TFSA, I hold a mutual fund that holds U.S. blue chip stocks. Am I penalized?...

read more

Financial Services

A financial plan is the cornerstone of a family’s quest for financial independence. Saving and investing are important parts of a financial plan, but there is so much more.

Learn More >