The Dilemma: What Should She Do with Her Money? Marie, 67 years old, was widowed three years ago after forty years of marriage. Together, she and her husband Robert had raised their family of three children and created thousands of memories together in the house that...
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An Introduction to Tax Planning – Part 4 You think of yourself and your spouse along with your two children as an average family. Like me you are a resident of London, Ontario. Between the two of you, you earn about $80,000 per year or about...
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An Introduction to Insurance and Risk Management – Part 8.2 In my last post, I wrote about Assuris, a body that insures you against the insolvency of a life insurance company. This post has to do with insuring against the insolvency of banks and credit unions. CANADA...
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Introduction to Investment Planning – Part 1 People often use the terms savings and investments as though they mean the same thing. This makes sense because generally speaking you cannot invest unless you have money to invest. You cannot have money to invest unless you have...
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An Introduction to Registered Plans – Part 1 What is a Registered Retirement Savings Plan? An RRSP is an individual account that has been registered with the Canada Revenue Agency (CRA). Because it is registered, allowable contributions are tax-deductible if they are contributed in the year or...
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