The article “What will your income be in retirement?” The answer goes well beyond investment returns” was originally published in Financial Post on March 11, 2024. You may have more money coming in than you think. Jason Heath lists the potential...
The article “RRIF and LIF withdrawal rates: Everything you need to know” was originally published in MoneySense on March 6, 2024. Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know...
The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices originally published Published Jun 14, 2021 • Last updated Mar 04, 2024. How to extract money from your corporation while...
The article “Real-life cases show benefits of ‘quarterback’ planning for business owners” was originally published in Canadian Family Offices on March 4, 2024. These individuals are prone to suffer financially when well-intended advice comes solely from...
The article “FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?” was originally published in Financial Post on March 1, 2024. By Julie Cazzin with Andrew Dobson. Options are plentiful, but just remember that do-it-yourself investing can...
What is the difference between a Financial Planner and a Financial Coach? When it comes to managing your finances, individuals often seek guidance from financial professionals. Identifying the right professional can be difficult when the industry itself uses multiple...
The article “How to qualify for EI benefits in retirement in Canada” was originally published in MoneySense on February 19, 2024. Just because you paid loads into a program doesn’t mean you’ll get EI benefits when you retire Ask MoneySense I’m...
The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Investing as a young person a lot different than...
The article “Retirement math you need to know, from how long you’ll live to deferring CPP” was originally published in Financial Post February 5, 2024, by Jason Heath. Jason Heath: Go beyond how much you need to save with this surprising math. It is...
The article “FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Gold should be used mainly as a hedge as opposed to a...
The article “FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Marginal tax rate is important to know...
In this new series, Behind the Advice, we ask advisors about their relationship with money from a young age, lessons learned over the years, and how their experiences influence the advice they give clients today. Brenda Hiscock, certified financial planner at...
