facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our View

On the latest financial trends and news.


Estate and Inheritance Tax in Canada Thumbnail

Estate and Inheritance Tax in Canada

You’ve put a lot of time and effort into your will. You've spent the time having those difficult discussions and dwelling on something you’d rather not. The last thing you want is for the taxman to come in and wreak havoc on your carefully considered plan. It’s essential to consider all angles when you’re planning your will. Unfortunately, taxes and tax planning need to be a part of that plan.

Read More
Cash Flow Management Thumbnail

Cash Flow Management

Whether you agree with the cliche, ‘cash flow is king’ or not, all of us, employees, business owners and retirees, it’s vitally important to keep your cash flow in check. To help you keep your money moving in the right direction, we’ll explore the concept of ‘cash flow’ and give you some tips on how to adjust both ends of the faucet.

Read More
When Should I Start Collecting CPP? Thumbnail

When Should I Start Collecting CPP?

For most of our lives, our plan for retirement revolves around saving and investing. We make plans with our financial advisors and keep them up-to-date to ensure we are able to pay our own way through retirement. But then we turn 60 and a surprise big decision hits: When should I start collecting CPP and OAS? We can help.

Read More
The Top Exit Strategies for Small Business Owners Thumbnail

The Top Exit Strategies for Small Business Owners

No one likes to start by thinking about the end. It’s so far away and takes so much planning for the least interesting part of the whole endeavour. But, whether you’re a serial entrepreneur, or simply looking to grab control of your own future, an exit strategy is integral to good business planning.

Read More