Retirement Planning

A Brief Intro to RRSPs

Posted 16 Oct 2014 by Natalie LeBlanc

Registered Retirement Savings Plans (RRSPs) are usually one of the first methods (besides perhaps pensions) that comes to...

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Education Savings

Education Savings Calculator

Posted 14 Oct 2014 courtesy of Dynamic Mutual Funds

Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start...

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Alternative Investments

Posted 10 Oct 2014 by Rick Irwin

Bloomberg news service reported on June 25th, 2014 that the world’s largest single investment pool, the Norwegian Sovereign...

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Taxation in Retirement

Posted 06 Oct 2014 courtesy of Invesco

We all know the over-worn adage about the inevitability of death and taxes, but just because we recite...

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Keeping Up With Insurance Company Mergers

Posted 02 Oct 2014 by Melissa Allan

I often do insurance reviews with clients or, when a loved one dies, sit with families who try...

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Estate Planning

Trusts for Small Business Owners

Posted 29 Sep 2014 courtesy of Invesco

The trust has existed under common law for centuries and can be devoted to a wide variety of...

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It's Okay to Say "I Can't Afford It"

Posted 25 Sep 2014 by Melissa Allan

I was having dinner with family one weekend, chatting about back to school activities and the upcoming school...

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Be Careful When Lending to Family

Posted 22 Sep 2014 courtesy of Dynamic Mutual Funds

A colleague of mine recently found his 30-year-old daughter living back at home. A nasty divorce had sent...

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Retirement Planning

Getting Financial Advice in Retirement

Posted 15 Sep 2014 courtesy of Fidelity Investments

Financial planning needs vary throughout your lifetime, and the kinds of service you will require during your retirement...

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