Helping achieve your financial goals through financial planning
We provide strategies to help families to accumulate and protect your wealth.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Sep 01, 2016
Often we see older investors shift gears near retirement and beyond. Many become risk averse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax and lower rates of return – never a good combination.
Aug 02, 2016
Canada Pension Plan – Should You Take it Early? The new rules governing CPP were introduced in 2012 and they take full effect in 2016. The earliest you can take your CPP Pension is age 60, the latest is 70. The standard question regarding CPP remains the same – should I take it early or […]
Jul 01, 2016
Investing in today’s environment is not for the faint of heart. However, fortunately for Canadians, Segregated Fund products offered by many life insurance companies provide a safety net for nervous investor
Jun 01, 2016
Can Probate be Avoided? Executors often find that the probate process can be both time consuming and expensive. Planning strategies exist that may eliminate or reduce the requirement of having assets probated. What is probate? Probate is a legal procedure that validates a deceased’s will and confirms the executor’s authority to carry out the testator’s […]