11 January, 2021 Financial Planning

Planner’s Corner: Working from home? Do not miss out on valuable tax savings

Covid-19 has been made a major game-changer for how some employees do their work. Traditional face-to-face meetings, conferences, and everyday commutes have been replaced with.....

25 September, 2020 Financial Planning

Planner’s Corner: Famous Investment Quotes

Below are some famous quotes to reflect on given the recent market volatility due to the Covid-19 pandemic....

29 April, 2020 Financial Planning

Planner's Corner: Life Interrupted

We’ve collectively been thrown a financial curveball. Below are a few concepts and ideas that may help you with your personal plans over the coming months and in the future with other life interruptions......

16 December, 2019 Financial Planning

Planner's Corner: Rethinking Retirement

A trend is occurring in that more and more Canadians are continuing to work past traditional retirement age -some out of necessity but others just to stay active and busy. Traditional retirement, defined as no longer working, is never mentioned in the...

30 September, 2019 Financial Planning

Planner’s Corner: Career Reboot

I appreciate the opportunity and privilege of helping clients during times of transition such as buying a first home, retirement or sadly, the passing away of a family member....

10 May, 2019 Financial Planning

Planner’s Corner: Generations & Generosity

There's an expression that more is caught than taught. This is especially true when it comes to generosity. Generosity is more than just donating money, it includes being generous with your thoughts, words, money, time, things, influence and attention...

07 February, 2019 Financial Planning

Planner’s Corner: 4 Uses of Money: Live, Give, Owe, Grow

A rite of Spring is filing income taxes (not both Alberta teams making the NHL playoffs :) ). While filing, we can clearly see how we allocated the monetary resources God has given us. There are 4 basic areas:...

07 February, 2019 Financial Planning

Planner’s Corner: Advice Has Benefits

In the investment world, regulatory changes known as the Client Relationship Model 2 (CRM 2) are occurring. This has led to notices on your investment statements outlining fees and standardized rates of return....

07 February, 2019 Financial Planning

Planner’s Corner: TFSA Limit Increase

In 2019, the annual limit for Tax-Free Savings Account (TFSA) will increase from $5,500 to $6,000. The limit is the result of inflation which has accrued since the last limit increase which is carried forward until it reaches a multiple of $500. ...

07 February, 2019 Financial Planning

Planner’s Corner: Canada Pension Plan (CPP) Changes

Get ready for increased contributions and increased benefits starting next year (2019). Established in 1965, the goal of CPP was to replace about 25% of average pre-retirement employment earnings with the other components being Old Age Security (OAS)...