Archive for October, 2015

The Horrors of Student Debt

Halloween is just around the corner, and that means all sorts of scary movies, costumes, and haunted houses. For students and recent grads the scariest thing of all may…

Estate Planning:
The Family Business

If you own a family or personal business, that business will form a significant part of your estate planning requirements. Whether you plan to sell your business or pass…

Women Need to Save More for Retirement

Both men and women need to be thoughtful about saving for retirement, but women may need to save even more. Why? Well there are a number of reasons, including…

Should I Invest in a Friend?

Dear Terry, A close friend would like me to invest in his new business. I have been looking to make a new investment, and have the funds he needs,…

Travel Insurance:
Is Your Credit Card Enough?

When you’re travelling, a surprise accident or illness can ruin not only your trip, but also your finances if you aren’t properly prepared. The good news is that many…

Vote for YOUR Retirement

  Elections are fast approaching in Canada, with general voting taking place on October 19th. If you’re deciding who to vote for, you may want to know what the…

Capital Gains.
Are You Prepared?

Capital gains can affect your taxes, investment income and overall financial status each year, and the implications are something to keep in mind when deciding if the time is…

Is a Trust the Best Option
for Me and My Children?

Dear Terry, I’m thinking about setting up a trust, but am not sure exactly how it works and if it is the best option for me and my children?…