Taxation

How Flying South for the Winter Affects your Finances

Posted 14 Jan 2017 by Melissa Allan

Planning to be a snowbird? Be careful to plan and ensure that you’re not deemed a United States...

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Investments

Protect Your Financial Future with a Pro

Posted 06 Jan 2017 courtesy of Advocis

If you have never worked with a financial advisor, you may be asking yourself if working with a...

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Estate Planning

Estate Planning Checklist

Posted 17 Dec 2016 courtesy of Mackenzie Investments

Thinking about death and putting off planning your estate — one is difficult and the other is very...

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Debt/Finances

Taking the Financial Burden out of Christmas

Posted 06 Dec 2016 courtesy of Lorna Maughan

So is it just me who gets to the start of December and suddenly starts to panic about...

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Investments

The Post-Election Markets

Posted 17 Nov 2016 by Rick Irwin, CFP, CLU

A week ago, much to the surprise of stock market analysts, the media, pollsters and pundits alike, Donald...

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Debt/Finances

What is Coercive Tied Selling?

Posted 09 Nov 2016 by Melissa Allan

There is a fine line between trying to earn a client’s business to provide value added services and...

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Debt/Finances

5 Key Questions After a Job Loss

Posted 28 Oct 2016 courtesy of Financial Planning Standards Council

Job loss is one of those life events that packs a whammy, both financially and emotionally. Often it...

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Retirement Planning

Canadians Top 3 Worries About Retirement

Posted 12 Oct 2016 courtesy of Peter Wouters, Empire Life

What are your top concerns about retiring? Chances are you share those concerns with other Canadians like yourself....

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Investments

September 2016 Market Watch

Posted 21 Sep 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan, Lorna Maughan

After a sharp, but short, sell off at the end of June in the wake of the Brexit...

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