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

Can Anyone—Even You—Buy a Pension Plan?

Buying a pension plan sounds like a great plan for your retirement, b...

You work your whole life and retire at age 65. Then, because you worked so hard, the Government keeps the pens...

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

Here’s Relief for April 30

Does April 30^thdrain you?  It’s the annual income tax filing deadline.  If you wou...

What happens when you turn 71?  You must collapse your RRSP into an approved retirement income option by the e...

Do-it-yourself Tax Returns

I have seen too many seniors try to cheap out on tax advice.  If the cost of a pro...

What if you died today? Thinking about it seems odd, but we all want to have peace of mind about the answer to...

Talking about estate planning can be as exciting as watching paint dry. But it doesn’t have to be all about dy...

What is better than tax-free? RRSPs were first introduced in 1957 to assist self-employed individuals and empl...

Segregated Fund Benefits

Steve from Tecumseh dropped by with a question on guaranteed investment funds, also ...

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

The life insurance industry is a tax haven. It was a way of sheltering money from taxation long before RRSPs c...

I get calls every week from investors wanting to know the best place to invest money. It’s a reasonable questi...