Archive for November, 2015

Giving the Gift of Cash

Many of you may be asking:  With the holidays approaching, is it ok to give cash? Now, some formal etiquette guides may tell you that a cash gift isn’t…

Are RESPs Really the
Best Investment for My Child?

People often ask me if RESPs really are the best option when it comes to putting funds aside for their children’s education. While there are other ways to go,…

Estate Planning
For the Blended Family

Step-children, ex-spouses, half-siblings, multiple marriages – blended families are becoming more and more common. Your family may include children from a previous marriage, step-children from a spouse’s previous marriage,…

The Costs of Selling your Business

If you have built your own business, whether it’s a brick and mortar or an online venture, you may have the opportunity or the desire to sell and move…

Investment 101:
When Is It Time to Sell?

Knowing when to sell your securities is a key part of investing. In fact, it’s one of the largest factors in determining how much income you’ll receive from your…

Hot Housing Market:
The Downside to Selling

Prices in the Vancouver housing market have been rising, and staying high. According to The Province, they’re up by 12.9% from last year, driven largely by foreign investment. If…

Top 5 Mistakes:
Choosing Life Insurance

If you’re buying life insurance for the first time, there’s a lot to consider and you may be tempted to take the first policy you are presented with. You…

Can a Portfolio be
Too Diverse?

Diversification is a good thing. It protects your portfolio from risk by including investments influenced by different market factors. If one of your investments loses value, another might be…