Recent Articles

It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness and/or death of a spouse or partner. As the so-called …

November is financial literacy month – a great time to reflect on your relationship with money and the decisions you make that guide you toward a secure future.   Financial …

Year End Tax Planning Ideas

With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill.   The first idea is to look at harvesting any tax losses in an …

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had a joint mortgage on his …

All-Weather Investing

There is almost always chatter in the media about the next possible correction or recession. The most recent buzz is about a possible US recession where Canada would likely follow …

Inflation is a reality of modern life, and in recent years, it has become increasingly challenging to manage personal finances in a higher inflation environment. Higher inflation can lead to …