Planning

Financial Planning

Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs. Read More »

Retirement Planning

Retirement Planning might be considered a subset of the more general planning area entitled Financial Planning. Retirement Planning involves the particulars of projecting oneself into the future to look at a point in time when you would like to retire. Read More »

Investment Planning

Diversification is an important element in any investment strategy, as it reduces your exposure to risk. A good investment plan should provide the best possible return for the degree of risk you are willing to assume. Read More »

Insurance Planning

Life Insurance is a versatile and powerful asset that can often bring higher returns and in many cases it can create have some unique tax advantages. Read More »

Estate Planning

Preparing and updating your Will, and developing a plan for your estate, are two of the most important things you will ever do to protect your family and your legacy. Read More »

Education Planning

Without adequate savings there are a number of ways to finance your children's education, the most common are student loans, mortgage lines of credit and RRSP withdrawals. Read More »

Income Tax Planning

Effective strategies that will reduce taxes are important to all taxpayers, whether they are estates or trusts or individuals. Read More »

Debt Planning

Mismanaged debt can cause all sorts of problems. There are two kinds of debt, bad debt and good debt. How do you know the difference? Read More »