Financial Planning

17 Dec Brad Brain: Using the right tool for the job

Posted at 00:00h in Financial Planning

On the weekend I took advantage of the good weather to get some outside chores done. I...

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15 Dec Avoid These 3 Common Power of Attorney Mistakes

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  Over my years of experience with a wide range of clients and families, I have observed three...

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24 Nov Working with change, instead of fearing it

Posted at 00:00h in Financial Planning

Non-farm family businesses are in the throes of succession planning too. With the help of Chris Clarke,...

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15 Oct Brad Brain: Financial literacy resources

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I noticed that there is a bit of a theme that has been running through the articles...

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15 Oct Tax instalments may be more baffling this year

Posted at 00:00h in Financial Planning

By: David Christianson, BA, CFP, R.F.P., TEP, CIM "Dollars and Sense" I became unusually incensed a couple of...

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15 Oct Teacher and single mother can retire at 55 with room to spare, if she plays her cards right

Posted at 00:00h in Financial Planning

Brooke needs to boost investments to save for her son’s education and pay off her mortgage A woman...

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15 Oct Making RRIF withdrawals during the pandemic

Posted at 00:00h in Financial Planning

A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the pandemic...

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06 Aug How to Not Run Out of Money

Posted at 00:00h in Financial Planning

Running out of money is a major fear for retirees, but there are ways to make sure...

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15 Jul To CPP or not CPP?

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The debate about when to take CPP and OAS is one that is revisited frequently online and...

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