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Wealth Planning

black couple on beach
black couple on beach
Feb 6, 2020
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
Two business owners reviewing documents on laptop at a coffee shop
Two business owners reviewing documents on laptop at a coffee shop
Feb 3, 2020
The federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies to consider.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Jan 21, 2020
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
picture of a family
picture of a family
Jan 14, 2020
Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that. 
african american couple
african american couple
Nov 21, 2019
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
Portrait of retired couple
Portrait of retired couple
Oct 15, 2019
For couples, pension incoming splitting and pension sharing are two ways you can adjust your taxable income reduce total taxes.
Retired couple meeting with financial advisor
Retired couple meeting with financial advisor
Oct 7, 2019
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go. 
Middle aged couple looking at their tablet
Middle aged couple looking at their tablet
Oct 2, 2019
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
Adult daughter embracing mother
Adult daughter embracing mother
Sep 17, 2019
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
Young family gathering around piggy bank
Young family gathering around piggy bank
Sep 9, 2019
You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.