Tax Season is Over, The War in Iran is Not

April 30th was the final day for most Canadians to finish their Tax Returns. The weeks up to that are very busy with tracking down Tax Slips and information.

This keeps us very busy as there are lots of documents to find. We also stay busy in the first four months of each year providing feedback on investments and tax planning. We hope everyone made it through...

Group Insurance Will Look After Me, Won’t It?

Sally has been working for the same company for over twenty years. About a year ago, she was given a new group benefits booklet because her employer had switched insurance companies. Like most people, she put it aside and intended to read it when she "had the time.” Sally was just diagnosed with terminal cancer and made the time to read her group booklet. She was upset to learn that the life insurance coverage with the new insurer was only one times annual earnings. The previous coverage had been two and a half times annual earnings.

Peter had a serious lung infection and spent several weeks in hospital for treatment. He also stayed at home for over a month to recover...

Make Your Retirement Savings Go the Distance

Hey there! If you’re gearing up for retirement–or already enjoying it–you might be wondering how to make your hard-earned savings stretch as far as possible. It’s a huge milestone, and no matter how modest your starting balance is, you want to ensure your nest egg lasts just as long as you do.

Many people think that upon retiring, they must completely change how they manage their investments. The old-school rule of thumb used to be: "Once you stop working, move everything into...