Couple

What are the financial implications of moving provinces in retirement?

Jeremy Schrader

August 20, 2024

Want to live closer to the kids or grandkids? There are a number of financial implications to consider before thinking about moving to another province in retirement.

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Man and woman signing up for a GIC

GIC hey do you know me? What is it and how can you use it to your advantage?

Jeremy Schrader

August 12, 2024

A Guaranteed Investment Certificate, or GIC, is investment  where you lend money to a financial institution and you get back interest, usually for a locked in period of time.

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Making sure you do not over contribute to a TFSA

What is a TFSA and do you need it as part of your financial plan?

Jeremy Schrader

August 07, 2024

A Tax-Free Savings Account, as you might imagine, is an account that most banks offer where you can put your money into it and not pay tax on the interest or income you earn in it. 

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Is remote access technology safe? How to protect yourself from investment scams

Kathryn Olson

August 07, 2024

Earlier this year, the Canadian Anti-Fraud Centre (CAFC) warned Canadians about a rise in investment fraud. Here are common red flags when it comes to remote access scams and tips on how to protect yo...

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New capital gains rules may put your corporation at risk

Kathryn Olson

August 06, 2024

The 2024 federal budget increased the capital gains inclusion rate from one-half to two-thirds. This change impacts how much corporations can distribute from their Corporate Dividend Account and, if d...

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Senior woman's retirement savings

Are you afraid of spending in retirement?

Kathryn Olson

July 26, 2024

"If I just had more money, life would be easier." Sound familiar? The fear of not having enough isn't specific to a particular demographic, but it can be detrimental to your retirement. Where does thi...

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