Financial Blog


What’s your Family Financial Philosophy?

April 2, 2018

Some of the most important events and decisions in life can be incredibly joyful and terrifying at the same time, such as having a child, buying a home and starting a business. Deciding how to use your wealth to build a legacy – both during and beyond your lifetime – often falls into this category […]

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Women embracing philanthropy with financial planning

May 28, 2017

There is good in all of us. Particularly in Canada, we all make an effort to help those in need, whether it’s making donations, attending fundraisers or volunteering with a community group. While many of us long to do more, taking greater action to tackle the struggles, injustice and suffering in the world can be […]

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What bank is your mortgage better off with?

March 15, 2016

“Am I better off with a big bank for my mortgage?”  This is a question that is frequently asked by property buyers when it comes to choosing a mortgage lender. The answer, however, is very subjective as things like mortgage servicing, access to products and penalty calculations have to be considered when picking the best lender for your […]

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Challenges with the New Ontario Retirement Pension Plan

February 10, 2016

Three years after it was first announced, the Ontario Retirement Pension Plan (ORPP) is starting to take shape.  Despite opposition from political opponents and many in the business community, Premier Kathleen Wynne is pushing ahead to meet her government’s timeline for full roll out of her controversial retirement plan on January 1st, 2017. With deductions […]

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7 Insider Tips from a Mortgage Broker You Need to Read

October 7, 2015

You’re buying your first home, refinancing or getting a second mortgage. Do you know what a mortgage broker does and how s/he can help you? More often than not, people don’t know or fully understand, the value of an agent. In short, a mortgage broker shops the market for you and has a strong understanding on mortgage financing rules […]

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Financial Calculators for Canadians To Bookmark

August 26, 2015

Maybe you already know or could easily figure out how to calculate your net worth, your personal tax rate, or your retirement savings needs. But, how often should you do so, or is there anything else you can gauge about your financial situation while you’re already dedicating time to it? To help you get and […]

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Insightful thinking, informed decision-making.

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