Stay informed. Our latest news and announcements.

Strategic or Target-Based Planning

Posted on:

Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was a simple spreadsheet projection of your current situation, plus some assumptions, such as savings rates, tax rates, investment returns and inflation rates. This would give you an idea of what your final destination would look like with much of the…

Read More

Role Reversal - The New Reality

Posted on:

Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out and had children of their own to raise. It was supposed to stop there for us, but then one day we had to look after one or both of our parents. According to a 2020 Federal Government report1, 25% of Canadians 15 years or older provide long term care to a family member. According to the Long-…

Read More

Beware of These Scams Aimed At Seniors

Posted on:

According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are getting bilked out of more than $500 million every year. It is estimated that as many as one in five seniors have lost money to fraudsters and most don't report it. Even though seniors today may be mentally sharper than ever, they are still the con artists' favorite target…

Read More

Financial Success Simplified: Introduction

Posted on:

The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the often-complex world of managing one’s financial affairs. The first distinction is to realize there are only seven key variables that can be managed in creating your financial future and wealth. These variables are: Career Earned Income Lifestyle Savings as a percentage of gross…

Read More

Planning Ahead Eases Tax Audit Worries

Posted on:

A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did wrong and why the CRA is targeting you. 'There must be bigger fish to fry,' you might say to yourself. The first thing you need to do is relax and take a few deep breaths. If you have a qualified tax advisor on your team, you have nothing to worry about. If you don't, now is a good…

Read More