February 11, 2022

WITHDRAWING FROM FAMILY RESPs

Flexible Planning Possibilities A July 21, 2021 Money Sense article (My three kids chose different educational paths. How do I withdraw RESP funds in a way […]
January 14, 2022

Retirement Planning – Did I practice what I preached?

As accounting and tax professionals helping clients with their challenges, we don’t often think about our own situation all that much.  It’s the old “the cobbler’s […]
November 9, 2021

WILL AND BENEFICIARY DESIGNATIONS: Are they current?

RRSP designations A May 10, 2021 CBC article demonstrated the importance of reviewing RRSP beneficiary designations. The article discussed the unfortunate cascade of events where, in […]