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Advice and insights to help you protect your dreams

From Our Blog

We write frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

Tools

Savings Growth Calculator

You invest money with the intent of it growing, right? There are many factors that impact the growth of your investment that you may be

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Tools

Cash Flow Confidence

Everyone wants to get ahead financially by saving for the important goals in life and by paying down debt. Many others want to get ahead

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Understand Your Net Worth

Whether it be a number to track financial progress, being able to call yourself a millionaire, multimillionaire, etc., your net worth is an important number

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Taxes and Investment Income

We should all strive to maximize our investment income in the most tax-effective way. The problem is that in a non-registered account, each type of

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Calculate Your Income Tax

Ideally, we would like to pay no tax while receiving as many benefits as possible. Since that is impossible, let’s use every legal means possible

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Understanding Your RRIF

You have saved diligently for your retirement through your Registered Retirement Savings Plan (RRSP). You have retired or are anticipating retirement and may be planning

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Insights

Christmas Wish 2019

Among the many words we use during the Christmas season, Peace invariably penetrates my heart. We make a choice when we embrace peace and it

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Back to Basics

Investor Discipline

Part 10 of our Back to Basics Series We all want to see our money grow. We all see what the long term growth of

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Back to Basics

Held Back by Debt

Part 6 of our Back to Basics Series. Is this you? You want to make progress toward your financial goals, but you find yourself constantly

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Back to Basics

Progress Shift

Part 3 of our Back to Basics series. True story. I was at a conference in Santa Monica with my dad a few years ago

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Back to Basics

Why?

Part 1 of our Back to Basics series. Have you ever wondered why you were doing something? For example, why are you planning on retiring?

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Back to Basics

Back to Basics Introduction

Does this sound familiar? One day you think: “I really need to start planning for “X” financial goal or situation.” All you really want is

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Insights

Be a Truth Teller

On April 30, 2009, near the bottom of the massive global credit crisis, Chrysler LLC filed for Chapter 11 bankruptcy protection to renegotiate its debt

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Insights

Making Your Mark

The work is almost done. You’ve accumulated a nest egg that will assure the retirement lifestyle you planned for. The golf course beckons, as does that year-long world cruise.  You are happy –

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Insights

RRSP or TFSA?

Life is too precious to fret over decisions that should be simple. The decision on whether to invest in your RRSP or TFSA is no

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