7 Crucial Times You Need To Update Your Will
When you have a will you are already the type of person who knows it’s never too early plan for the future. You...
How to Set Up a Trust Fund in Canada
A trust is a vehicle for holding, and passing on, family property. As such, it typically serves at least one o...
How To Pay For Senior Housing in Canada
Seniors on basic pensions may have limited options when they are ready to move to seniors housing. Although there are af...
The Importance of Creating a Will
A 2015 research report undertaken by the Canadian Imperial Bank of Commerce found that almost half of Canadians do not h...
Top Canadian Tax Software Programs
Today's tax preparation software does more than just let you calculate your income tax and send in your re...
The Reverse Mortgage: Approach with Caution
Suddenly reverse mortgages are being talked about again. The reverse mortgage is one of those products that seems to cre...
Most Frequent Home Buying and Selling Mistakes
The Society of Notaries Public of BC conducted an internal online survey of Notary members on key real estate topics in ...
Should you work part-time in retirement?
Retirement does not have to be an all-or-nothing proposition when it comes to drawing income versus earning more of it. ...
1.91 Million Canadians Are Borrowing Against Their Home Equity
A lot of rumours are hitting banking circles regarding the amount of equity Canadians have in their home. Now we finally...
Buying Your Home - What You Should Know
Buying Your Home – What You Should Know The purchase of a home is a large and complex undertaking. Before you t...
Home Purchase - Closing Checklist
In addition to arranging finance there are few details that need to be taken care of before you take possession of your ...
The Top 5 Robo Advisor Myths
No, we’re not a team of robots. And yes, you really can pick up the phone and call us. Robo advising—or d...
Saving for Retirement
Saving for Retirement When it comes to their future retirement two of the biggest questions facing Canadians today ar...
Legal Forms from Law Depot
LawDepot is a great free resource that allows you to create legal documents quickly and easily using their web base...
Best Ways to Destroy Your Wealth
It was my worst financial mistake and left me in what seemed like massive debt at 18. Surprise, the problem st...
Principal Residence Tax Changes
Earlier this week, Finance Minister Bill Morneau introduced tax changes that were aimed primarily at foreign investors i...
The Hidden Costs of Buying Your First Home
Everyone knows that buying your first home is an expensive ordeal—just the cost of a down payment alone can be sig...
Types of Life Insurance
Life insurance is essentially a financial contract between an individu...
Elements of an Estate Plan
What's the difference between estate planning and getting a Will made? It's approximately the same difference as...
Little Known Debt Solutions
Did you know that one of Canada’s best kept secrets is that there is award-winning advice for dealing with cr...
A Money Pit on Wheels - The Real Cost of Owning a Car
Cars are a problem in personal finance, but they’ve been getting a free ride. The surge in home sales in recent...
Many Retirement Planning Calculators Are Inaccurate
That online retirement planning tool just might be hazardous to your financial security in later life. A new academic...
Ten Myths About Taxes
A certain amount of folklore has developed over the years around the income tax system and the filing of tax returns. Bu...
Financial Literacy Tips
Financial literacy can be challenging to talk about — especially because it isn't taught in schools, and can m...
The Rising Cost of a Post Secondary Education
After decades of cuts, is it time for the federal government to start investing in students again? A new report&...
Term vs Permanent Insurance
People think insurance is a ripoff and expensive. It doesn’t have to be. Let’s use the example of $300,000 i...
Is the cost of postsecondary education worth it?
The reality is that young people in Canada today are in fact going to postsecondary schools in greater proportions and a...
What is CMHC?
The Canadian Mortgage and Housing Corporation, better known as CMHC, plays an important role in helping Canadians buy a ...
Interest rates: Canadians living too close to the edge
From RCI: A million Canadians are living on borrowed time, and borrowed money....
Zero Interest Rate Policy - What does it mean?
In an effort to stimulate their economies to emerge from a deep slumber many countries are moving toward a zero interest...
A Return to the Gold Standard?
The history of money is fascinating. For most of the last 5000 years gold has been regarded as money or been an integral...
Helping Seniors Manage Money
From www.nolo.com: Many people worry about the ability of aging parents and other loved ones to handle money a...
Why Do I Need a Will?
From Shaw Estate Law: According to a LAWPRO survey, more than half of Canadian adults do not have a will....
A Retirement Planning Crisis in Canada
An Ipsos Reid study from December 2014 revealed that only 43% of Canadians polled have a financial plan. It further show...
Debt in retirement a growing issue
From CBC.ca - Financial advisers warn of the toll debt can take on people, especially later in life....
Estate planning: What you need to know
From Money Sense: From wills to insurance to probate: it’s all about protecting your assets and the ones you ...
Optimizing your CPP is no trivial exercise
From the Financial Post: Optimizing your CPP is no trivial exercise...
Five tips for taking control of your money
From CBC.ca: Financial literacy: 5 tips for taking control of your money...