Recent Articles

2025 Year in Review

As we wrap up 2025, it’s a good time to pause and reflect on what the year has brought—and more importantly, how to position ourselves for success in 2026. This …

RDSP Offers a Bonus

RDSP Offers a Bonus

You may have heard of the Registered Disability Savings Plan (RDSP) — one of the best financial tools available for Canadians who qualify for the Disability Tax Credit (DTC). Since …

Don’t-Bank-on-an-Inheritance

Many Baby Boomers have pinned their hopes on an inheritance to solve their financial challenges. Media reports often highlight the anticipated $1 trillion expected to transfer between generations over the …

The Hidden Role of Luck in Building Wealth

When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If a certain stock, sector, or trend is making …

Smart Tax Tips for Small Business Owners

Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building your client base, and keeping customers happy, taxes can easily …

When Retirement Savings Meet Healthcare Realities

Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. Everything seemed secure—until Ted began experiencing cognitive impairment. …