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Personal Wealth and Finance




Tax Tips Quarterly

Tax considerations using the RRSP vehicle

RRSPs alone may not be best for the wealthy The following chart indicates that you can save a small fortune over time in an RRSP. Since your focus is on retirement, much of your wealth may accumulate using this registered vehicle. …


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Investor Insight

REVIEW How can mutual funds help manage financial risk?

How can mutual funds help manage financial risk? In business and investment, more significant gains are associated with both business success and variable risk. Six risk factors are examined below, along with constructive ways to deal with them. Risk increases …


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Financial Viewpoint

Setting up your life insurance beneficiaries

It is wise to take a few extra steps to plan how you set up your beneficiaries on a life insurance policy.


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More Recent Articles




Investor Insight

Myths of Wealth Creation

Many are asking essentially, “will I ever be ready to retire?” When we discuss the cause and effect realities with most who have not saved much for retirement we find they generally admit these reasons:


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Investor Insight

RRSP and TFSA REVIEW

  What are some differences between a Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that makes it easy for Canadian …


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Investor Insight

Over-consuming leads to under-investing

Some people never pay themselves first. After most people have paid for their necessities, there seems to be little left over for investing. This dilemma is often based on a certain mindset.


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Life Insurance

Life Insurance protects your financial foundation

Life insurance has been called the foundational strategy of building and protecting your net worth.


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Estate View

Considerations when designing an Estate Plan

Estate planning is a process that allows one to determine how their assets will be distributed upon death. As we prepare to pass our lifetime assets to our heirs, there are key components of an estate plan that should be given careful consideration.


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Investor Insight

The value of sound financial advice

With people living up to 30 years beyond retirement, you may be concerned about having sufficient capital to provide income for all those years.


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Investor Insight

Cyclic Bull and Bear markets can play on investor sentiments

Two significant cycles frequently occur in the market that many investors are psychologically affected by—the Bull and the Bear market—when market values rise or fall significantly. When it comes to investing, many procrastinate. If they monitor these cycles too closely, …


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Financial Planning

Let’s get rolling on your financial planning!

  David Allen is the guru of organising email, meetings, events, and anything to do to maximise your business and life productivity. After years of advising wealthy corporations on efficiency, he wrote: The real issue is how we manage actions. …


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Investor Insight

How market volatility can work for the investor

Volatility is when prices of stocks and equity funds increasingly shift in value up or down.


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