Money Insights

17 years of caring

Client login   FAQs   Blog   TwitterFacebookLinkedIn

Subscribe via email:

Enter your email address:

Delivered by FeedBurner

March 2015

Blog post summary picture

Most retirees have several sources of retirement income.   The largest contributor to this income is typically a portfolio of investments.  Retirees spend decades savings for the future and trying to...

Read more


February 2015

It used to be enough for an estate trustee (executor) to provide the Ontario government with their own calculation of the value of an estate when filing for letters probate. ...

Read more


November 2014

I am one of those people that believes that once our basic needs are met (food and shelter), happiness is derived more naturally from things that don’t necessarily have a...

Read more


July 2014

There was a time (the early 1980’s) when 5-year GICs and government bonds were paying 12% yields.  Investors think fondly of those days even though the inflation rate was also...

Read more


May 2014

Blog post summary picture

by Mark Goodfield C.A.

In August 2011, Mark posted a blog titled “The Income Tax implications of Purchasing a Rental Property”. There are 300 comments and answers on that post...

Read more


Canada Mortgage and Housing Corporation (CMHC) is a Crown Corporation which administers the National Housing Act and provides mortgage insurance for high ratio mortgages.  Mortgage loan insurance is typically required...

Read more


February 2014

This special issue is designed to highlight the budget changes that will have the greatest impact on our clients.  It is not meant to be an exhaustive list of the...

Read more


I’ll admit it, when I picked up a copy of Preet Banerjee’s new book, Stop Over-Thinking Your Money, The Five Simple Rules of Financial Success, I immediately flipped to chapter...

Read more


January 2014

Guest post by Jason Allan, Barrister and Solicitor

Yes. The executor has the right to charge a fee or “compensation” for managing an estate. The Trustee Act states: “A trustee,...

Read more


October 2013

Guest blog from Mark Goodfield , CPA CA LPA Cunningham LLP



Believe it or not you can be charged a 20% penalty for missing information that...

Read more

« 1 2 3 4 5 ... 8 9 »

MoneySense Approved Financial Advisor    

Top of page