If it feels like everyone you know has received a suspicious text or a weird phone call lately, you’re not imagining things. Fraud is booming in Canada. Back in 2020, Canadians lost around $165 million to scammers. Fast forward to …
If it feels like everyone you know has received a suspicious text or a weird phone call lately, you’re not imagining things. Fraud is booming in Canada. Back in 2020, Canadians lost around $165 million to scammers. Fast forward to …
Business owners have to contend with many facets of financial management, business accounting, cash-flow management, and capital acquisition. The one area of financial management that often goes unheeded or is placed on the back-burner is their personal financial strategy, yet …
Good question. Many retirement income planning tools use a percentage of income to determine an income need in retirement and then calculate an amount needed to provide that income. People with similar incomes often have different spending and lifestyle habits. …
Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy had trouble meeting his financial obligations and had to find …
Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to give to their favorite charities. Roger makes occasional donations to various charities. His donations are rather small and …
Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be distributed more effectively if there is a properly prepared will detailing the deceased’s wishes. Many people mistakenly believe …