Insights

Planner's Corner: Bare Trusts

You may have heard about the need to report bare trusts when filing your tax return from your accountant or financial institution. Below we provide information on what is a bare trust, why it is important, what the recent commotion was about and my thoughts...

Bloom Where You Are Planted: Honduras 2024

Several of you have asked for more information and pictures about my annual trip to Honduras. From January 15-26, I was one of a group of nine that mixed concrete and helped build latrines, floors and pilas (water storage) and developed relationships...

Planner’s Corner: CPP Expansion

Working Canadians 18 and older make Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) contributions based on their earnings between a fixed exemption amount of $3,500 and the year’s maximum pensionable earnings (YMPE) threshold. The YMPE amount is...

Mungerisms: Words of Wisdom From Charlie Munger

The world recently lost an investing icon with the passing of Charlie Munger at the age of 99. As the Vice Chair of Berkshire Hathaway, Mr. Munger was Warren Buffett’s sidekick for the past 45 years. This dynamic duo created one of the most admired businesses...

Client Appreciation Event, September 23, 2023: Take a Walk on the Wild Side

Involved in our Community

Edmonton Christian Schools’ 30th Annual Auction May 13, 2023, Edmonton Christian High School The Auction is ECS’ largest community building and fundraising event of the year bringing together parents, students, staff, alumni, friends and supporters of...

Planner’s Corner: Fees are important, other considerations.

With the impact of inflation on our finances, it’s timely to review all spending including investment fees. For GIC and high interest account investors, the rate you receive is your rate. Behind the scenes, the advisor receives a portion of the commission...

Planner’s Corner: Embracing Retirement

Just as the seasons of the year each have unique beauty and challenges, so do the seasons in our lives. Retirement is like the Fall/Winter season. My primary concern for many who are transitioning into retirement is not financial, it’s how they adjust...

Bloom Where You Are Planted: Jody Groenendyk, Blankets of Love Foundation for Mental Health

In 2020, Jody Groenendyk, a PHD Research Associate studying cancer at the University of Alberta, started quilting to combat the added stress of COVID isolation and to assist with her mental health. Therapy and quilting helped her achieve some balance...

Canada Life Acquires Investment Planning Counsel (IPC)

Lighthouse Financial’s back-office provider, IPC, has been acquired by Canada Life from IGM Financial. Both IGM Financial and Canada Life are part of the Power group of companies. Canada Life, a subsidiary of Great West-Lifeco, is a home-grown Canadian...