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Budget 2008: Capital Investment Will Garner Writedowns
(February 2008) Canadian business owners shopping for capital equipment south of the border got an additional boost from the federal government today. […]
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How To Survive a Windfall (Financial Planning Ottawa)
The first step? Take a deep breath Investment Executive’s Money Planner, by Wendy CuthbertFall 2007 Scott Hayman remembers standing at the counter of […]
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Mutual Fund Fees – Are We Paying Too Much? (Financial Planning Ottawa)
If you ever want to see Personal Finance columnists from the various media outlets froth at the mouth, bring up the topic […]
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Canada’s Evolving Mortgage Market (Financial Services Ottawa)
Remember the days when “no-money-down” was used only to entice people to buy a new couch? Brace yourself: these deals are now […]
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Karl’s Choice (Financial Planning Ottawa)
Karl Warden is losing his job — and his pension. At least he’s getting a big payout. But howshould he use his […]
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Second Marriages Add Complexity To Financial Planning
CALGARY (CP) — Communication is always the key to good financial planning, but when it comes to the intricacies of a second […]
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Group Education Plans Come Under Fire (Financial Services Ottawa)
Pools say they account for more than half of all RESPs — despite complaints over marketing, fees Investment Executive, by Wendy CuthbertJune 2006 […]
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Higher Tuition Costs Demand Tough Strategies (Financial Planning Ottawa)
Help clients calculate when to open an RESP, where to find funds to contribute and how to get government grants Investment Executive, by […]
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Before You Waltz Down The Aisle: Take Stock Of Your Finances And Goals
When love is in the air — June is the wedding season after all — financial planning and sense sometimes goes out […]
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Advice For Lottery Winners: Chill Out (Financial Services Ottawa)
What are your odds of winning the lottery? Toronto Star, by Ellen RosemanApril 2006 Unimaginably small, says University of Toronto statistics professor Jeffrey […]
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Field Interview With Marc Lamontagne (Financial Planning Ottawa)
By providing his clients with a full suite of services—from basic tax preparation to comprehensive wealth management — Marc Lamontagne managed to […]
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The Real Estate Debate: Boom Or Bubble? (Financial Planning Ottawa)
Real estate values have been on a tear for the past five years in many parts of Canada, as low interest rates […]
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Cash For Life Winner Calculates His Golden Future (Financial Planning Ottawa)
Right after Jason Lalonde won Ontario’s Cash for Life lottery on the weekend, he did a little math Ottawa Citizen, by Dave RogersMarch […]
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Tax Workers, Not Retirees (Financial Planning Ottawa)
Financial Post, by Jonathan ChevreauFebruary 2006 Despite the alarming fall in corporate pension coverage, Canadians haven’t compensated by increasing retirement saving. Half of […]
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Book: New Frontiers of Research in Retirement
This book is designed to contribute to the foundation of basic information that leaders and researchers will need when they begin to […]
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