Archive for August, 2015

Make the Most of your Medical Expenses

Medical expenses can be a big financial burden, yet many people overlook them when calculating their tax deductions. To make sure that you get the full refund you deserve,…

How to Reduce your Banking Fees

Your bank account should be a place to save money, but if you’re not careful, banking fees can cut away at your savings over time. Watch out for the…

No Pension?
Start Saving.

Many workers in past generations, likely your parents or at the very least your grandparents, have been able to retire well on company pensions. For a lot of young…

I’ll Just Expense That?

  It’s not uncommon to hear business owners say “I’ll just expense that” multiple times a day. If you’re a small business owner, you want to take advantage of…

Real Estate
Buy a House or Buy a REIT?

Whether you are an experienced investor or brand-new to the world of finance, you have likely heard the importance of diversifying your investment portfolio, basically, ‘do not put all…

Is a TFSA Right for Me?

Contribution limits were increased for Tax Free Savings Accounts for Canadians this year, but despite the change, many people are still not taking advantage of this investment opportunity. A…

Retirement.
I thought I knew it all…

In my mid 50’s, dreaming of retirement, I didn’t see much value in a financial planner – I had my house, vacation property, RRSP’s and a few other investments,…