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Articles

of interest and financial education

ArticlesBB10Mpz2020-11-06T19:23:47+00:00

Financial information & education for your season of life

Most Popular Articles of Interest

  • Deciding When to take CPP
  • New Probate Rules in Effect
  • Women of Influence
financial planning millennials young family

Spring

  • Canadian Mortgage Insurance – WHAT YOU NEED TO KNOW
  • Why You Shouldn’t Buy Your Mortgage Insurance From the Bank – CTV News
  • Mortgage Insurance – Not Always a Sure Thing – CBC Marketplace Investigation
  • Buy or Rent?
  • Are You Insured Right? Try this Interactive Calculator . . .
  • Understanding Life Insurance
estate planning information avoid probate

Winter

  • Preferred Reverse Mortgage Option
  • Things to Consider When Appointing an Executor – The Senior’s Review
  • Estate Peace of Mind
  • Privacy of Segregagted Funds
  • Wealth Transfer Mistakes – Solutions Magazine
  • Wills 101 – Manulife TRS
  • New Probate Rules Your Executor Needs to Know!
  • Charitable Giving Solutions
early retirement commute pension LIRA

Summer

  • New LIRA Unlocking Rules – Autumn View – Nov 2008
  • Borrowing to Invest – Tax Advantages – Manulife
  • Conservative Leverage Less Risky than No Leverage – Talbot Stevens
  • A Case for Leveraging – Standard Life
  • Planning for Retirement
  • Benefits of Segregated Funds vs Mutual Funds – Senior’s Review – Jan 2004
  • Ten Steps Ahead of the Tax Man – Silver & Gold Magazine – Sept 2008
  • Time Magazine Covers – 30 Years in the Stock Market
  • The Pension Decision – To Commute or Not To Commute?
  • RDSP Info – The New Registered Disability Savings Plan
  • Manulife’s IncomePlus – Client Brochure
  • RRSP vs Mortgage Calculator
retirement income planning pension transfer

Autumn

  • Fighting the OAS Clawback
  • Retirement . . . Can we Manage? – Silver & Gold Magazine – Jan 2008
  • Interest Income to Pension Income
  • Segregated Fund Advantage – Manulife
  • Segregated Fund Taxation – Empire Life
  • Investor Protection – CDIC vs Assuris
  • Guaranteed Minimum Withdrawal Benefit Plans – GMWB’s
  • IncomePlus – RRIF Income Guaranteed for Life
  • Spendthrift Beneficiary? Here’s a Solution . . .
  • Power of Attorney – What You Need to Know – S.A.L.T. Presentation Nov 2009
  • Understanding Powers of Attorney
  • ManulifeOne for your Retirement
  • Pension Income Splitting Tips – Jamie Golombek
  • RRSP Meltdown Strategy
  • Cottage Time – Capital Gains Nightmare? – Silver & Gold – Fall 2007
  • What is Probate & Can I Avoid it? – Silver & Gold – Sept 2011
  • Probate Legislation Update – Silver & Gold – Nov 2011
  • New Probate Rules January 2015!
  • More for Your Money

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Over 60 years of family financial planning knowledge & experience, serving clients in Burlington, ON and the surrounding areas.

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