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Wealth Planning
Dec 18, 2018
This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Dec 12, 2018
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Dec 6, 2018
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.
Dec 4, 2018
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly.
Nov 26, 2018
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.
Nov 8, 2018
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.
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Nov 1, 2018
Scattered investments are troublesome to manage, and the lack of coordination can make it harder to reach your investment objectives. Here are five reasons you may want to consolidate your investments.
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
Oct 9, 2018
For many Canadians, the desire to leave a legacy is an important component of their overall financial, wealth and estate plans. Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.