Going into 2021, we challenge you to do two things: focus on your physical health and take steps towards becoming financially fit. The first goes without saying, health is one of the most important things we have. Without our health, our finances (and almost anything...
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2021 TFSA Limits Announced
The new Tax-Free Savings Account (TFSA) contribution limit for 2021 has now been released, and it is $6,000, which is consistent with the previous two years. This will bring the TFSA dollar limit from $69,500 to $75,500. If you have previously withdrawn from your...
Top questions to ask a financial advisor
With many hundreds of billions of dollars circling the globe every day, financial markets are becoming increasingly complex. Given this, it only makes sense that your investments should be fully researched and followed on an ongoing basis by someone with the expertise...
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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.
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With so many sources contributing to a households’ retirement income in Canada, many pre-retirees have a hard time wrapping their head around how far their savings can take them in retirement. When...
The Millionaire’s Mind(set)
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...