Many Canadians living with disabilities are not taking advantage of the benefits available to them by having a Registered Disability Savings Plan (RDSP). In fact, only 35% of those who qualify for a RDSP have opened an account since the…

Recently, I sent out a notice regarding the Canadian Investment Regulatory Organization (CIRO) breach of information at our regulatory body. Notices are currently being sent out by both regular mail and email to those that were affected. If you receive…

If you are one of the lucky ones who are escaping the cold and traveling to a sunny, warm destination, remember to include travel medical insurance in your planning process. Our provincial medical plans only cover a fraction of the…

Every March Canadians focus their attention on gathering their various T-Slips in preparation for filing their income tax returns. These little slips cause a lot of confusion for investors; here is a quick overview of the most common T-slips investors…