Estate Planning

Retirement Spending I my last blog, I explained in detail the steps I take with my clients to determine how to set them up withIncome for life. In my experience, by showing people how much money they have each to live off ofeach month provides a lot of peace of mind. To be clear though, […]

2022 is officially underway. We’re not even a week into it and resolutions are being broken everywhere you look. Thanks to our Provincial government and the Omicron variant, you can kiss that “get back in shape” resolution out the door, but what about that retirement plan.  Here’s an idea: Let’s make 2022 the year you

Tax Free Savings Account limit 2022 Canada Revenue Agency announced it’s new Tax Free Savings Account (TFSA) contribution limit for the year 2022. The maximum amount has been set at $6,000, matching the amount set from 2019 to 2021. Unused TFSA contribution room can be carried forward and any amounts withdrawn in the current year

What are Segregated Funds? I deal almost exclusively in Segregated Fund investments for my clients.  I work with a number or top providers like SunLife and Manulife, but almost always in Segregate Funds.  A lot of people don’t even know what they are.  Well it’s time to put an end to that.  Here goes: Segregated

This is older quality however the message from Dave Chilton is still the same. This is super applicable to what I do, so I am providing this for general listening.

I am pleased to announce that I have won the award, “Rangers Community Assists” from the Kitchener Rangers. for more information check out the article on the Rangers website, Rangers Community Assists: Week 1 Winner Announced.

You said you’d do it when you got a “Round Tuit”. Well, here’s Your Round Tuit! Let me guess.  For years, the recurring thought pops up from time to time, that your affairs are not in order. The will isn’t finished, or maybe it needs to be rewritten, thoughts of final arrangements for a funeral