Written January 7th, 2011 in New Items
While experts agree that fixedincome securities are an essential part of every portfolio, rising interest rates combined with the staggering array of new and old fixed-income products now available makes choosing and managing them a potentially overwhelming task. But it…
Written January 7th, 2011 in New Items
No one wants to leave a legacy of family discord. But the fact is that family harmony can suffer when wealth is transferred to the next generation. Rifts among siblings and family members can last for decades or lifetimes. Some…
Written January 7th, 2011 in New Items
Protecting your health is an important priority and should be a factor in your retirement planning. The key is physical fitness. Not only does physical fitness increase your odds of living longer and enjoying a better quality of life, but…
Written January 7th, 2011 in New Items
What happens to your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF) when you pass away? Without planning ahead, up to half of your registered assets could go to income tax. But by making a charitable gift…
Written October 27th, 2010 in Newsletter
Insights Fall 2010
For most Canadians, September is back-to-business time. Summer holidays are over, the kids (and teachers) are back at school, and it’s time to refocus after a refreshing break.
Depending on your circumstances, part of that refocusing may…
Written July 27th, 2010 in Newsletter
Insights Summer 2010
Like most people who may be taking time off this summer to enjoy the season, you probably appreciate how rejuvenating even a short break can be. It can also be a more relaxed time to review family…
Written April 6th, 2010 in Newsletter
Insignts Spring 2010
Stepping back to take in the big picture helps us bring things into clear focus. It allows you to reassess and reconfirm what’s important to you — your family’s health and security, your plans for retirement, your…