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.
Feb 01, 2017
Have you found yourself wondering if you really need that life insurance policy you pay for every month? You are not alone. As time goes on we often forget the reasons behind purchasing the amount and type of coverage we did. For this reason it is advisable to have regular reviews to make sure you […]
Jan 01, 2017
The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children. There is even a term for those of us who are in our 50’s or 60’s with elderly parents, adult children and grandchildren – the Club Sandwich. […]
Dec 19, 2016
Each year at Christmas we try to publish a newsletter that we distribute largely via e-mail, addressing a Christmas theme and some selected fiscal topics.
Dec 01, 2016
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 wait?