Investment Planning

STEP 3:   INVESTMENT PLANNING Mastering your finances really is surprisingly easy and simple. You don’t need to understand concepts such as market timing, forecasting, hedging, derivatives,...

Tax Planning

STEP 2:   TAX PLANNING July 1st of each year has been referred to as “tax freedom day”. This means that most Canadians work six months of each...

Insurance Planning

STEP 1:   INSURANCE PLANNING The first step in putting your financial house in order must be to ensure that you are properly protected with life, disability...

The Rule of 72

High Fees and Poor Returns on Mutual Funds are Robbing Canadians...

Studies have shown that more that 80% of Canadians don’t know how Mutual Funds work. Are you one of them? What if I tell you...