With September comes back-to-school season, leaving many parents with empty nests as children explore their post secondary options outside the family home. If you are one of these newfound empty nesters, this is a great time to take the opportunity to give yourself a…
No matter how far away it may seem right now, your retirement is on the horizon. It’s an opportunity that opens up new possibilities, so you need to decide what you want to do with those golden years! You might want to learn something new. Maybe the plan is to spend…
After school lets out for the summer, excitement for upcoming vacation days may be the only thing on your family’s mind. It’s important not to let the promise of sunny days keep you from thinking about your child’s future. You want to make sure a world of opportunity…
It’s safe to say that summer is on its way. As you decide on how—and where—you’ll be spending the weeks ahead, don’t forget about a Canadian icon: the cottage. Whether you call it the cottage, the summer house, or simply going to the lake, this is your time to enjoy…
Spring weather is finally here! Thanks to newfound energy from the warmth of the sun, it’s the perfect time of year to start straightening up. Don’t forget to spend some time getting your finances and paperwork in order! Here are ten tips on how to tidy up your…
It’s natural to feel some anxiety about investing. From sharing your financial records to committing your hard-earned savings, you might feel nervous about taking the plunge. However, if you don’t take any risks, you won’t make any returns! The truth is, it’s harder…
After a period of extended low volatility, the decline in equity indices into the technical “correction” territory (-10% or more from their peak levels) in a very short time period created some anxiety for investors. Such a sudden drop creates uncertainty along with…
In February, many Canadians will start thinking about their taxes. With proper planning, you can tackle your taxes and stay stress-free. Even if you’ve been filing your own taxes for years, you might want a little help. Read through our tips to be tax-ready by April…
In North America, many of us tend to find ourselves in more debt than we’d like after the gift-giving season of December has passed, and a report in the Globe and Mail in 2017 found that per capita household debt has continued to climb in Canada. Many of us also find…
It’s never too early to start thinking about your child’s future, and with the cost of education rising each year, helping your child pay for his or her postsecondary education is likely on your mind. We’ve discussed money-smart withdrawal strategies for RESPs before,…
Your Wealth Manager’s Role in Tax Planning While some people have the expertise (and courage!) to make their taxes a DIY project, most Canadians are too busy to deal with the complexities of minimizing tax liability when doing their taxes. While many of us are used to…
There are few feelings as satisfying as providing a gift to a worthy cause that you believe in. When you’re planning your charitable contributions for the year, many Canadians forget a major potential source of charitable contribution: their stocks. For a variety of…
