Financial Blog


Confidence in your golden years: Financial planning at 60+

January 5, 2019

While your work life may start to wind down once you hit 60+, your need for sound financial planning does not. To live your golden years with confidence, you need to know that your finances are optimized to ensure you can continue to enjoy life to the fullest. If you feel you’ve done a great […]

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Lawyers at risk: the case for disability insurance top-ups

August 18, 2017

One in four. Those are the odds that you will be disabled due to a serious illness or accident for a period of 90 days or longer at least once before you turn 65. As a lawyer, the good news is that you likely have disability insurance through your firm’s group coverage. The bad news […]

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Waking up to tax-efficient estate planning

March 21, 2017

We get it: if we try to tell you about the merits of the capital dividend account, you’ll likely be asleep or hitting “close” before we can start our second sentence. So instead, let’s talk about sheltering your investments from taxes. Let’s talk about building your personal estate with money taxed at a corporate tax […]

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An honest look at your financial affairs

February 20, 2017

It’s February and for many it’s time for some honest self-reflection. Do you consider yourself generally successful in your career? Do you lead a busy life? Do you ever worry about whether your financial affairs are all in order? Are you unsure what kind of insurance you have and how much coverage you have under each […]

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How to safeguard your business interests

January 20, 2017

As a business owner, it is important to plan for significant life events and their affect on your operations, before they happen. Knowing what happens if one of the partners passes and diligently protecting the business and its value (and therefore the family) is the sensible thing to do. One way to safeguard your business […]

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Have you thought about your legacy?

December 21, 2016

  Go ahead and celebrate it: you’re a successful woman! Your hard work and good fortune enable you to start thinking about giving back to your community, so now the big question is how to go about doing this. When you reach the point of sharing your wealth, it takes on greater meaning and allows you […]

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Protecting Your Wishes with a Will

November 14, 2016

Planning for your own death is a difficult concept to embrace. No wonder we often choose to avoid thinking about how our loved ones will be affected when we die. However, in doing so we tend to ignore important issues such as the support of a surviving spouse, the long-term needs of a disabled child […]

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How to keep more of your money by beating taxes

July 22, 2016

If you live in Ontario, chances are a big portion of your money goes to tax. In fact, if you are a high-income employee with a salary of over $220,000, you are paying a marginal tax rate of 53.5%. The government, split between the provincial and federal bodies, takes over half of your money just in income […]

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Tips for a Successful RRSP Season in 2016

January 26, 2016

Retirement planning, especially as you’re getting closer to it, may be stressful. This RRSP season, you may be  finding yourself thinking about unknown expenses that may occur in the future, how to maintain your lifestyle during retirement, and trying to ensure everything is going to be alright. You have been contributing to your registered retirement savings […]

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Insightful thinking, informed decision-making.

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