Every day we read stories in the media about the impact of low interest rates on Canadians. It doesn’t appear rates will be rising any time soon. So, what should we do? Many of our clients are wondering how low rates will affect them over the short- and long-term. Following are a couple of key… Read more »
It seems over the past year there have been a tremendous number of articles written about the high cost of advisor charges, commissions, trailer fees and the lack of transparency for clients to understand what they receive for them. In the case of the Canadian Securities Administrators (CSA), a number of changes have been implemented… Read more »
At the start of a new school year, there are plenty of things to keep parents with young children busy (even busier than usual!). Shopping for school supplies, establishing new routines, and managing those first few anxious weeks as your children adjust to new teachers and new classmates can be exhausting. But each September you get… Read more »
Starting this week, the majority of Canadian families with children under 18 will begin receiving tax-free Canada Child Benefit (CCB) payments. Click here to learn more about this new program.
Pre-retirement, retirement, mid-career or early career – what stage are you at? Just like spring cleaning, is it time to dust off the cobwebs on your financial plan and have a review? In theory, planning sounds like a great idea. We all want to feel like we are in control and on track to achieve… Read more »