August 2017 Market Watch

Posted 21 Jul 2017 by Rick Irwin, CFP, CLU; Melissa Allan

Fluctuations in the Canadian dollar made for an interesting 2nd quarter of 2017 for Canadian investors. While global...

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Retirement Planning

Why and When Canadians Retire

Posted 10 Jul 2017 by Rick Irwin, CFP, CLU

“The question isn't at what age I want to retire, it's at what income.” George Foreman
...

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Debt/Finances

Points can pay off

Posted 16 Jun 2017 by Melissa Allan

Smartphone apps are the new coupons… but so much better!

I must admit, I LOVE points. My husband...

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Debt/Finances

Pursuing Apprenticeship? There's a Grant for that

Posted 01 Jun 2017 by Natalie LeBlanc

Pursuing a Red Seal designation in your trade can be a great career move, and what’s better is...

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Investments

Disruptive Technology’s Role in Investing

Posted 23 May 2017 courtesy of Capital Group

Emerging technologies and innovation are creating new products and business models that are disrupting the old ways, and...

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Taxation

2017 Income Tax Rates

Posted 12 May 2017 courtesy of Canada Revenue Agency

From 2015 there have been a few adjustments to the tax rates in place both federally and provincially....

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Investments

Investing Perspectives

Posted 04 May 2017 by Rick Irwin, CFP, CLU; Natalie LeBlanc

Investing your hard earned money is a decision that takes careful thought and planning, and the rationale behind...

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May 2017 Market Watch

Posted 01 May 2017 by Melissa Allan; Patricia Bell, PFP

Concerns about the future of North American trade regulation and tax reform are growing along with those in...

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Retirement Planning

Maximizing your Canada Pension Plan Income

Posted 25 Apr 2017 by Rick Irwin, CFP, CLU

The Canada Pension Plan (CPP) is an important cornerstone in retirement income planning, designed to replace 25 percent...

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