Recent Articles

Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy had trouble meeting his financial …

Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to give to their favorite charities. Roger makes occasional donations to various charities. His …

Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be distributed more effectively if there is a properly prepared will detailing the deceased’s …

Getting Serious About Savings & Investing

We are now well into 2026 and your New Year’s Resolution about managing your money better may have already been forgotten. As the late Sir John Templeton famously stated, the best time to invest is …

Get It When You Can

You know, we often hear those sad stories: a family loses everything in a house fire, and they didn’t have fire insurance. It’s easy to think, “That could never happen to me,” but the truth …

Financial Resolutions for 2026

Give your finances a boost this new year. Here is a list of financial resolutions to help you become better off by the end of the next twelve months: Eliminate personal debt Brad and Angie …