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  • 15 useful tax tips!

    tax tips2

    Gail Shea, Minister of National Revenue, has highlighted several tax breaks available to Canadians.  Not only will you be eligible to claim the family caregiver tax credit for the first time this year, but you can also look forward to many other relief measures set by the government since 2006. Tax breaks include: Family caregiver […]

  • Inspirational quotes for a financial discussion….

    discussion

    December 31, 2012|By Steve Rosen, Tribune Media Services | Kids & Money Face it, talking to your kids about debits, credits and collateral is probably not going to boost their money IQ. You need a new plan, and I’m here to help. Here are some inspirational quotes and comments you can use as talking points […]

  • Turning 71? Have an RRSP? Consider this…

    retirement

    If you are going to turn 71 this year, you have some important decisions to make with your RRSP’s. Your RRSP must be collapsed by December 31st of the year you turn age 71. There are three options available for your RRSP’s: Note: The law changed in 2007 the age at which you must convert […]

  • Insure for the unexpected…

    unexpected

    Insure for the unexpected because the future you build today will be yours to enjoy tomorrow!

  • The busy pensioner…

    busy pensioner

    Canadian seniors might not be the retiring types. Roughly 70 per cent of people plan to keep working after their formal retirement, recent polls have found. Remaining socially and mentally active is the main reason people cite for planning to continue to work, whether part-time, full-time, consulting, or starting a business, the survey showed. While […]

Financial Planning

Financial planning is not a means to an end but rather a lifelong commitment to a process that will serve you throughout your life. “The plan” is unique and tuned to provide your family with the tools required to successfully chart the course.

Retirement Planning

How you want to spend your time is going to determine how much money you are going to need, so you are going to have to take a little time to ask yourself a few questions. When do you want to retire?

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