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


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 […]
August 25, 2020

Retirement Planning – Be Future Ready!

Contrary to popular belief, retirement planning should begin as soon as you start working. However, even if you are middle-aged or older, it’s never too late […]
February 7, 2019

Seniors – The Good, The Bad, and The Blogs

So, you’ve finally entered your “golden years”. It’s a time to enjoy the perks of turning 65 – senior’s days, passes and discounts. You now have […]
October 17, 2018

TFSAs – Do You Have Room?

In November 2016, we blogged about Tax Free Savings Accounts. Since inception, CRA has been auditing TFSA accounts and this has resulted in penalties to taxpayers […]
August 28, 2018

Why Your Retirement Plan Needs a “Checkup”

Let’s face it, your annual physical may not be your idea of a good time. However, regular visits to a GP can help you assess your […]