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What’s Your Exit Strategy? the Retirement Planning Issue

The Changing Face of Retirement in Canada As the summer comes to an end, and vacations are over, one can start to imagine a time when work comes to an end, and enjoying your ‘retirement’. The question becomes, as we get closer to that time, “When can I retire?” That all depends on a f

Why the RESP?

Take advantage of the Canada Education Savings Grant Program with the RESP When your little ones take their first step out the door to begin their educational journey, the last thing on your mind might be financially preparing them for university or college. Picking up school supplies

Who Gets the Cottage?

Inter-generational Wealth Transfer, what does it mean? Generations of Canadians have enjoyed visits to the family cottage, not thinking about what might happen to the treasured tradition is the owners should pass away. How will the property pass to the next generation? Will the cottag

What Canadians are Worrying About – How Am I Doing Financially?

Recently, the Financial Planning Standards Council of Canada conducted a complex study* of Canadians regarding the value of financial advice and the effect on their overall financial plan. Which of the following statements would apply in your situation? I’m in full control of my