Financial Planning

04 May Transferring a 401(k) or IRA to Canada

Posted at 00:00h in Financial Planning

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans [caption id="attachment_425" align="alignnone" width="400"] © eyfoto...

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30 Mar Are you tax planning for you, or your estate?

Posted at 00:00h in Financial Planning

“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin While...

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18 Feb Life Insurance Explained

Posted at 00:00h in Financial Planning

Life Insurance Basics for Canadians in 2021 Getting protection for your family is more important than ever before,...

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25 Jan Preparing your clients psychologically for retirement

Posted at 00:00h in Financial Planning, Security

Retirement is a major lifestyle change that may lead to anxiety and other challenges Preparing clients for retirement...

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17 Dec Brad Brain: Using the right tool for the job

Posted at 00:00h in Financial Planning

On the weekend I took advantage of the good weather to get some outside chores done. I...

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17 Dec With three decades to go, this frugal B.C. server can ride her TFSA to a solid retirement

Posted at 00:00h in Financial Planning

Her issue — pay off the mortgage or invest in financial assets? At the age of 31, a...

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15 Dec Avoid These 3 Common Power of Attorney Mistakes

Posted at 00:00h in Financial Planning

  Over my years of experience with a wide range of clients and families, I have observed three...

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24 Nov Working with change, instead of fearing it

Posted at 00:00h in Financial Planning

Non-farm family businesses are in the throes of succession planning too. With the help of Chris Clarke,...

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15 Oct Making RRIF withdrawals during the pandemic

Posted at 00:00h in Financial Planning

A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the pandemic...

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