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Unlocking LIRAs: How to get money out of your pension
If you left a company with a pension before retirement, chances are you had to move the money into a Locked in Retirement Account (LIRA). That's because both the federal and provincial governments do [more]
Should you have a lawyer prepare your will, or is a do-it-yourself will kit adequate? This is one of the most common questions I get from clients. I get it; everyone likes a good deal. A lawyer wil [more]
Do you need a financial advisor to start investing?
The investment industry has become increasingly complex with more choice and options than ever before. For many Canadians, the starting place might be to get some help from a financial advisor.  [more]
“You do not determine your success by comparing yourself to others. You determine your success by comparing your accomplishments to your capabilities.” – Zig Ziglar One thing I’ve noticed d [more]
Executor’s checklist: What are the duties of an executor?
According to the Canadian Bar Association, "The executor gathers up the estate assets, pays the deceased's debts, and divides what remains of the deceased's estate among the beneficiaries." While t [more]
I’ve always believed that the basics of financial and retirement planning are ridiculously simple. I blame the financial services industry for complicating things – perhaps to create a mystique ar [more]