Tag: personal finance

Asking the big questions to focus on the big picture

January 23, 2018

  A new year has begun, and just like every year, 2018 will have its share of ups, downs and surprises. When it comes to managing your wealth, the focus is often on long-term planning to protect against short-term blips and keep you moving forward toward your goal. But what is your goal? Is it […]

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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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Retirement Income Options You Haven’t Considered

February 16, 2016

Retirement income planning is a complicated, personal process. Many baby boomers set to retire in the upcoming years may be concerned about what their retirement income will look like. Saving into your RRSP and through an employee retirement plan offers some assistance and peace of mind. For many, maintaining their lifestyle may be impossible through such […]

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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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Why Should You Care About Financial Literacy Month

November 27, 2015

November is Financial Literacy Month in Canada. What does it mean to a successful professional like yourself? In a nutshell, it means that you’re fully aware of your financial standing:  know your net worth, how to reach your financial and personal goals. . 1. Having a will…. do you have one? If so, have you reviewed it recently? When […]

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Take the Stress Out of Estate Planning with Reliable Advice

November 19, 2015

Sound estate planning should be a team effort between legal, accounting, financial and insurance professionals working together towards one cause: to optimize an estate plan that will support and meet your personal and/or familial goals and objectives.  In case of business owners, their business must be included in the equation too.  All the pieces of the […]

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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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How to Calculate Basic Life Insurance Need

September 19, 2015

Truth is, basic life insurance need varies greatly depending on many factors and for such reason, consider speaking with an insurance professional but we’ll review a few basics for you to start thinking about. For individuals, a good rule of thumb for to calculate basic life insurance need is:  Example: A family with two young children […]

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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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