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Future returns will be tougher to get, but not why you might think.
Following several years of above average equity market returns, it is time to take a step back and reset our expectations for returns over the next 5 to 10 years.
Loyalty doesn’t pay: Banks are offering better rates to mortgage brokerages than their own clients
Customer loyalty to one’s bank of choice has historically been very Canadian.
Insured annuities – tax effective income and estate protection
Most retirees have several sources of retirement income. The largest contributor to this income is typically a portfolio of investments.
Answers to common questions about the Enhanced Child Care Benefit. (UCCB)
Increased benefits begin at the end of this month. The UCCB was increased to $160 per month for each child under the age of six.
Mortgage or retirement savings – What do to with extra cash flow
We are often asked the question whether it makes more sense to make extra mortgage payments or top of retirement savings when there is extra cash flow.
Executors – beware new filing requirement
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.
What is your money personality?
We all have a relationship with money. It guides our decisions and can define how we experience life. Do you see yourself in these four money personality categories?
Your insurance application has been rated. Now what?
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 best gifts don’t cost an arm and a leg
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 large price tag attached.
