How To Get Guaranteed Income For Life

Sunday, 16 October 2016 10:48 Written by
A workplace pension is a great thing because you know that you will have guaranteed income for life when you retire.

The Kind of Insurance Parents Don't Want To Talk About

Saturday, 03 September 2016 08:22 Written by
Let me say straight off the bat that the thought of your child dying (no matter how old they are) is a morbid thought and as the father of a 21 year old son the thought never crosses my mind.

Buying Insurance is Buying Money At Discount

Saturday, 16 April 2016 11:59 Written by
You probably never thought of it but if you have ever purchased any form of insurance, you actually purchased money at a discount.

Spring Into These Tax Advantages

Monday, 04 April 2016 04:26 Written by
I am an advocate for paying one’s fair share of taxes, after all, for the most part we do get value for our tax dollars in Canada.
In my practice I have found that many of the difficult interactions with CRA can be avoided by a simple shift in how we approach them.

Wealth Or The Absence Thereof Is A Choice

Sunday, 28 February 2016 15:37 Written by
Recently I met with a couple to discuss their insurance and retirement goals and surprisingly the husband said he didn’t believe in life insurance or leaving money for anyone else to spend when he passed away.
Those of us who are self-employed create the reality we want, at our own pace and don’t have the luxury of having an employer set up and administer pension and benefit plans on our behalf; which means we have to do it ourselves.

Why An RESP Alone Won't Cut It

Monday, 21 December 2015 09:56 Written by
Many Canadian parents save in an RESP for the purpose of funding their children’s post-secondary education.

How To Pay The Lowest Income Tax Possible

Friday, 27 November 2015 13:18 Written by
It's November, and if you're a business owner that means it's the time of year you should be thinking about how to minimize your income tax.
You've heard the saying before, think big!

How To Minimize Probate Fees and Taxes Upon Death

Wednesday, 21 October 2015 18:19 Written by
When someone passes away, their estate is subject to a process known as probate, and you may have heard this phrase, “The will has to go through Probate” before the assets in someone’s estate can be distributed to beneficiaries. 

Nothing Will Happen To Me

Friday, 04 September 2015 20:44 Written by
I have heard from many people from all walks of life, in many different situations the phrase “Nothing will happen to me”. 

The Invisible Employee

Thursday, 27 August 2015 14:38 Written by
Is there an invisible employee on your team?