2020 Predictions It’s a new year and a new decade. Here are some of the trends, technologies, travels and treatments that could emerge as opportunities for investors over the next 10 years. The Information Superhighway. Even though the Fifth generation…
NEW YEARS RESOLUTIONS
Make S.M.A.R.T. Resolutions People who define their New Year’s resolutions are 10 times more likely to achieve their goals than people who don’t specify exactly what they want to accomplish. Losing weight, self-improvement, and getting one’s finances in order are…
Converting your RRSP to a RRIF this year?
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…
You’ve been asked to be an Executor; Now what?
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…
The Election is Over – Now What?
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…
Q3 Economic Update
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…
Thankful to Retire in CANADA
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…
Social Media is the Latest Tool used by Fraudsters
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…
Understanding Living Benefits
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…
Getting Divorced & Dividing Assets
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…