Do you need a planner if you’re a DIY investor?
The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.
Estate Planning
Is real estate the best investment for a Canadian retiree?
I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.
Should I draw down my RRIF to avoid estate taxes?
Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...
When and how should I start drawing on my retirement savings?
There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...
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Can you hire someone to be power of attorney for property in Canada?
Here are the considerations before becoming a power of attorney for property and what to do if you’re unable...
Can you decline or step down as power of attorney in Canada?
Power of attorney compensation can be high, but the role can be a lot of work. Here’s what happens...
Do retirees need life insurance?
A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?
How to stop procrastinating and cross two major money moves off your list
In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...
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Embracing the Swedish death cleaning trend
Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...