So You Think the Kids Will Get It All

27 September, 2017

Filed Under: Retirement Planning

In San Remo Italy, on December 10, 1896 a very successful man, in his last Will and Testament wrote that much of his fortune was to be used to give prizes to those who have done their best for humanity in Chemistry, Literature, Peace, Physics, Physio... Read More

Retirement Realities in Canada

22 August, 2016

Filed Under: Retirement Planning

Like many fellow Canadians of all ages, I think about retirement. The time and money freedom it is supposed to bring me (if I have planned well) is very enticing. A new article by Peter Wouters (Director, Tax Retirement & Estate Planning Service-Wealth... Read More

Ages and What to Remember: When do I have to RRIF my RRSP?

14 September, 2015

When I look back over my almost 60 years of life, I sometimes think about how significant events correspond to certain ages. For example, I couldn’t wait to turn 21 so I could drink alcohol (legally). As it turned out the government of Ontario couldn’t... Read More

There's Movement Afoot! What Should I do with my Pension?

15 April, 2015

Filed Under: Retirement Planning

Seems to me that there is a lot of movement afoot these days, at least amongst my clients who are in their 30's & 40's. Their hard work & commitment to their jobs along with being exceptional at what they do has resulted in new job opportunities that... Read More


17 March, 2015

Filed Under: Retirement Planning

I just returned from my holidays and received an email from my friend of 35 years. She is turning 65 this summer and was somewhat panicked about all the decisions she needs to make regarding her retirement. What she was finding particularly frustrating... Read More

CPPing is Believing: The Canada Pension Plan and You

27 February, 2014

With RRSP Season coming to a close many people are thinking about retirement. This winter has been cold and miserable so why not take our thoughts to the days when we no longer have to work for a living, can sleep in whenever we want, and maybe even go... Read More

Learning to Love your Notice of Assessment, Part 2:

20 February, 2014

Those of you who pulled out your Notice of Assessment (NOA) in anticipation of becoming better acquainted with it (after being spurred on by last week’s blog) may have noticed that there is much more to it than I described. That’s why we’re having a PART... Read More

A Valentine from the CRA: Learning to Love your Notice of Assessment (NOA)

12 February, 2014

Valentine’s Day is fast approaching and you may be wondering what you could get for your sweetheart. Well, how about a better understanding of how the NOA from CRA affects your RRSP? Flowers and chocolates are just so predictable. Yes, February is not... Read More

5 Little known Facts about Registered Retirement Savings Plans (RRSPs)

5 February, 2014

Or, the things we tend to forget! Saving money on your income taxes is a great thing to do. We have a graduated tax system in Canada—yippee! So, what does that mean? The more money you make the more you pay in taxes (in theory at least). It’s actually... Read More

For Everything there is a Season: 10 topics to make the New Year Great.

22 January, 2014

I had the best of intentions to start blogging right out of the gate, but the weather turned weird—going from ice and freezing cold to spring-like conditions—and threw me for a loop. My goal was to WOW you with a breathtakingly amazing schedule of blog... Read More