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If you are converting your RRSP into an RRIF this year, here are five things to consider; Making one last RRSP contribution If you are 71 years old and still have RRSP contribution room, consider making one last RRSP contribution…
It’s not the kind of question that comes up every day; so before you accept automatically you should know what will be expected of you. Although you may be flattered by the request, your willingness to be someone’s executor should…
Described as one of the closest races in Canadian history the Liberals managed to maintain power albeit with a minority government. With the election now behind us, there are several issues and polices that will be the focus of debate…
I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year. I am writing to bring you up to date on some key…
Happy Thanksgiving! As you enjoy the time off and celebrate this long-weekend be grateful we are able to live, work and retire in one the greatest countries in the world. Here are 10 reasons why Canada is a great place…
When I think of social media, I think of sharing updates and pictures with friends and family over platforms like Instagram and Facebook; however new research shows social media is quickly becoming a favourite tool for scammers to contact their…
For months my siblings and I have been researching, touring and vetting Assisted Living Retirement Communities for our mother. As a planner, I have always known the importance of having enough money to cover this type of care for when…
When you split up with your spouse you will need to divide your assets evenly. The division of assets upon relationship breakdown is a provincial/territorial concern and there are variations across the country depending on where you live. There are…
Although most people (78%) have no experience in managing an Estate, more than 80% of us choose a family member or close friend as our executor, according to a CIBC poll. While family and friends may be dependable, more often…
For as long as I can remember August has always been a slow relaxing month – but this August was anything but that for investors. Volatility hit the highest level thus far in 2019 as trade frictions continued to dominate…