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May 2015

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Canadians are starting to take off the rose coloured glasses and see the banks for what they truly are; businesses designed to generate profits for shareholders.   Loyalty doesn’t mean what it used to and here is a case in point to prove it.

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April 2015


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We are often asked whether it makes more sense to apply extra cash flow to a mortgage or to retirement savings. This question is coming up more often these days given the low borrowing rates and recent great returns in the stock market. 

 

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You applied for an insurance policy (life, disability, critical illness or long term care) and your agent advised you that “there is good news and bad news”. 

 

The good news is you got approved for coverage.  The bad news is that the insurance company has rated the policy a substandard risk.  That means the premium is higher than standard rates and/or certain conditions or exclusions have been added to the policy. 

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March 2015


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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...

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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. ...

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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...

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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...

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May 2014


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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...

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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...

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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...

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