Our Insights
2012 Fellow of FPSC Recipients Announced
Distinction recognizes those who have made exceptional contributions towards advancing the financial planning profession. Investment Executive, IE StaffJuly 2012 “Congratulations to this year’s […]
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Time for couple to change their game plan?
Stan wants to quit his job to start a business that buys and renovates residential properties for short- and long-term leasing. Globe […]
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Are you really cut out to be a landlord?
Bounced cheques, leaky faucets and tricky tax laws can make you regret the day you became a landlord. MoneySense Magazine, Julie CazzinSummer 2012 […]
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RRSP OR TFSA?
As the RRSP deadline approaches, some Canadians wonder whether they should use a TFSA instead. Here’s how to find out. MoneySense Magazine, Julie […]
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Maximize your RRSP
With endless expenses and competing financial priorities, there never seems to be enough money left over for RRSPs. MoneySense Magazine, Julie CazzinFebruary/March 2012 […]
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Winding up your RRSP: Don’t get hit by deadlines, penalties
Options and tips for winding up your retirement savings plan. CBC.ca, Tom McFeatFebruary 2012 “When people are close to retirement, I recommend raising […]
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A Perfect Portfolio
Want to build a nest egg that gives you the growth you need while protecting you from crashes? Here’s how to do […]
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Gen X and Gen Y: Deluded when it comes to retirement?
Oh, to be young again! It seems the Generation X and Generation Y Canadian cohorts are increasingly optimistic when it comes to […]
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6 ways to help your RRSP through volatile markets
Here are some portfolio strategies experts suggest for uncertain markets. CBC.ca, Tom McFeatJanuary 2012 “Headlines can certainly be disconcerting,” admits Marc Lamontagne. “You […]
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Here’s what your adviser really thinks of you
Here’s some tough love from your investment adviser: You’re not saving enough, you’re not engaged enough in your finances and you’re too […]
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Ask Moneysense
My wife and I would like to use the S80,OOO we hold in RRSPs to purchase a cottage. Can we hold the […]
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How to spend on your kids and lower debt
Like many parents, Kim Petch and her husband have wrestled with a dilemma at one time or another: Should they spend more […]
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REITs more than a roof over your head
How would you like a nice 14% average total return each year for the past decade from your real estate holdings? Before […]
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The elusive search for financial advice
Fee-only advice is client-friendly, and it turns advisers into professionals who sell expertise rather than products Globe and Mail, by Rob CarrickNovember 2011 A young […]
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Get more out of your TFSA
Canadians love Tax-Free Savings Accounts, but are you getting the full benefit? MoneySense.ca, by Julie CazzinNovember 2011 When Tax-Free Savings Accounts (TFSAs) first appeared in […]
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Is it wise to downsize?
OTTAWA – Your house is worth a fortune – why not tap into that wealth by retiring to a smaller place? MoneySense.ca, by Julie […]
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How to lose debt weight
OTTAWA – An expert in personal financial planning says that even though the average Canadian continues to add debt, it’s never too […]
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A Haircut That Makes Cents
Those who heeded the advice of the wealthy barber can look forward to his return. Ottawainsight (Carleton University), Jillian EnglishJuly 2011 “To expect […]
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