Recent Articles

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 …

02 2025 1

Got 10 minutes? Two weeks ago, we sent out an  EMAIL BLAST to our clients.  We’ve been following up by phone (10 minutes max) so perhaps you’ve already spoken or heard a message from either Wayne or …

Get It When You Can

You know, we often hear those sad stories: a family loses everything in a house fire, and they didn’t have fire insurance. It’s easy to think, “That could never happen to me,” but the truth is, disasters …

Government Benefits Can Boost Retirement Income

You might be surprised to learn that every year, thousands of Canadian seniors miss out on government benefits they’re entitled to—sometimes worth thousands of dollars a year. According to recent reports from Service Canada, more than 100,000 …

Financial Resolutions for 2026

Give your finances a boost this new year. Here is a list of financial resolutions to help you become better off by the end of the next twelve months: Eliminate personal debt Brad and Angie had fallen …

Maximize Your RRSP Return Through Asset Location

Do you know the real rate of return on your investments? Generally, Canadians measure the success of their investments based only on the rate of return. While it provides a good snapshot of whether an investment is …