Recent Articles

With a few weeks to go before the year-end, you may wish to think about some moves you can take now to save you some taxes for 2016.   Along with the usual advice to do any tax loss selling before December 23rd on any equity investments to offset any …

It is next to impossible to know when you might be impacted by a financial emergency; therefore, it is important to be prepared for something unforeseen in the future. Most people have heard the saying about saving money for a “rainy day”. With the right forward planning, there is a …

Choosing a retirement location can be a stressful experience, especially when you combine your own questions with the pressures you might be receiving from loved ones to live near them. Here are ten tips to help ensure that your retired life is as wonderful as it can be.     …

On November 8, 2016, Americans will elect the 45th President of the United States. Many Canadians have been vehement and passionate observers of every twist and turn of the campaign. Yet, once you strip away the nasty name calling and accusations of one kind or another by both candidates, you …

Isabel was paying for a store purchase with her debit card. She noticed the clerk was doing something with his cellular telephone, then placed it on the counter. Isabel realized that the clerk had set the phone, equipped with a digital video camera, to record her card number and PIN. …

There are very passionate views on both sides of the debate as to whether it is better for individual investors to use active investment managers versus using an index approach, with its main selling feature being lower fees.   Let us first bear in mind why people invest in the …