22 06, 2016


June 22nd, 2016|

So let’s have a chat about Brexit. What’s that you say? It’s the vote taking place tomorrow that will determine whether the British stay in the European Union or leave. Who cares you say? Well, this vote has far reaching consequences, economic and political. I watched “Brexit: The Movie” so you would not have to. [...]

14 10, 2015

Election 2015 – Vote for Equality & Respect

October 14th, 2015|

A call for action on financial issues affecting women & seniors by Brian Mallard. In an effort to assist you in with some of the issues in the upcoming election we have decided it might be helpful to examine some of the promises that affect the ability of Canadians to save for retirement, and their [...]

29 09, 2015

Parents, are you currently saving for your children’s post-secondary education?

September 29th, 2015|

Sending the kids back to school this fall, many of us parents begin to contemplate just how quickly the time passes. It seems like just yesterday they were tiny babies in our arms, and one day not too long from now we’ll be sending them off to university or college. This last thought prompts a [...]

9 04, 2015

7 Investment Decisions that Matter

April 9th, 2015|

The following article provides some really good advice on what to focus on when it comes to making investment decisions. What isn't shown as a tip is to consult a financial planner or wealth advisor. The role of that professional advisor is to guide you along the path of these decisions. Also be aware that [...]

25 03, 2015

Tips for Snowbirds

March 25th, 2015|

Many of our retired clients either rent or own property south of the border to escape our Canadian winters. These snowbirds should be aware that there is a cross-border agreement in place that allows the IRS to track the exact amount of time Canadians spend in the US. Snowbirds must be diligent in ensuring they [...]