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What My Step Dad Taught Me About Money

My clients often tell me that their parents didn't teach them anything about money.
They mean that their...

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This Is Why You Need To Talk About Money

Can I be honest with you? Most people don't like talking about money. Whether that's a culture thing, a...

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TAKE control of your financial future

The road to financial freedom, wealth, and prosperity require an accurate map that will let you plot a...

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Four Major Pitfalls of Retirement

Most retirees have a plan.  Miss one of the four key numbers in your calculations, and you could be...

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Not Doing What the Rich Do

Today’s wealthy investors are usually very involved in their financial matters.  There is a...

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Not Managing Your Retirement Nest Egg Like a Pension Plan

Can Anyone—Even You—Buy a Pension Plan?

Buying a pension plan sounds like a great plan for your...

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Investing in Dividend Growth Instead of Dividend Income

A long time ago I was introduced to an investment strategy that has stood the test of time in Canada. ...

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Missing Pension Income Splitting Opportunities

Learning about the Federal budget every year can save you tax dollars every year.  If you are earning...

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The 10 Biggest RRSP Mistakes

I have seen the rise and fall of RRSP programming.  I saw investors pour money into RRSPs trying to...

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Understanding the Most Powerful Investment Ever

Once in a while I have the opportunity to teach finance in a school setting.  I talk about four things...

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Be Aware of the Risks in Joint Accounts

Did you hear the story of the retiree who had his accounts cleaned out by his son? It can easily happen if...

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