Federal Budget 2017 Families

Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Find out what this means for families.

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New Tax for 2016 Tax Year

With the tax filing due April 30, we’ve included new tax highlights for the 2016 taxation year.

Family Tax Deductions to Notice

With the tax filing due April 30, we’ve included some tax deductions for families to notice for the 2016 taxation year.

Mortgage Insurance

Before buying insurance from your bank to cover your mortgage, please consider your options.

financial freedom

Estate Planning Questions

The estate planning process involves determining personal and family goals, understanding the nature of your assets and circumstances and the needs of your intended beneficiaries

financial freedom

Are you financially compatible?

Money is the #1 cause of divorce. A strong relationship is built on financial compatibility.  Being able to communicate regularly about money is a healthy exercise towards a successful marriage.

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financial freedom

Sometimes you just have to splurge

Sometimes you just have to splurge.  As a financial advisor I am always touting the importance of saving and investing, but sometimes you just have to make that frivolous purchase or simply splurge on something that is not in the budget but gives you great pleasure.

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financial freedom

The ‘estate planning talk’ with your parents

Having a conversation with your parents about estate planning isn’t a sign that you’re greedy. Rather, it shows that you’re responsible and want to ensure that your parent’s end-of-life wishes are followed.

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financial freedom

Getting paid what you deserve

Do you think that you deserve more money than you are earning? Here are 5 tips for developing your self-worth, which in turn develops your net worth:

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