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]

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]

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]