The article “Can Lyle, 48, and Tonia, 53, afford to trade their home for two condos?” was originally published on the Globe and Mail on October 20th, 2013 by Dianne Maley. Before Lyle and Tonia can retire, they have to pay off the $425,000 mortgage on...
The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices on March 4, 2022. Photo by GETTY IMAGES. How to extract money from your corporation while avoiding tax complications...
The article “Business owners, you can – and likely should – be growing your corporate savings” was originally published in Canadian Family Offices on February 24, 2022. Photo by GETTY IMAGES. Cash can be invested in stocks, funds or real estate and grow...
The article “Business owners, don’t neglect your CDA account – it’s a beautiful thing” was originally published in Canadian Family Offices on October 29, 2021. Photo by GETTY IMAGES. It keeps track of the cash your corporation can pay out as a tax-free...
Life is full of uncertainty. Unfortunately, this can be especially true as we age. Declining health and death of a spouse are two life events common to seniors that will change their world – and sometimes overnight. A comprehensive financial and investment plan will...
Here are 4 points to help you identify what to look for in a Financial Planner: What to look for in a Financial Planner 1. Look for a Certified Financial Planner (CFP®). CFP®’s are governed by the FPSC, (the governing body for Financial Planners in...
The article “Who Should Bother with an RRSP? Part 2” was originally published on Financial Pipeline by Malcolm Morrison. Registered Retirement Savings Plans are the best tax break available for the average Canadian for one simple reason – they give the...
The article “Who Should Bother With An RRSP?” was originally published on Financial Pipeline by Malcolm Morrison. Registered Retirement Savings Plans are the best tax break available for the average Canadian for one simple reason – they give the saver the...
The article “Your Guide To Getting Started On Saving, Even If You Have Debt” was originally published on CreditCards.com by Aaron Broverman on March 10, 2016. When it comes to saving money, especially if you carry debt, the available advice can be...
The article “Four Ways To Assess Whether An Investment Adviser Is Right For You” was originally published on The Financial Post on March 7, 2016. When you work with an investment adviser, you are making an investment in them. Every day that you continue to...
The article “When should savings take priority over debt?” was originally published on CreditCards.ca on August 11th 2015, by Josephine Lim Often, if you have a large amount of high-interest debt, it should take a higher priority over building savings....
The article “How to Make Your 2014 Financial Resolutions Stick” was originally published on Yahoo Finance Canada on Dec 30th 2013 by Gail Johnson. After getting into better shape, becoming financially fit is the next top priority among Canadians making New...
