Market pullback? This is the time when financial planning really matters

Oct 26, 2020

A market pullback may have investors getting nervous, but looking at it from a financial planning perspective can help give it better context. ...

What is an RRIF and how do you use it?

Oct 10, 2019

Learn the basics of RRIFs, including details on withdrawals and taxes. ...

Get help with your down payment from the First-Time Home Buyer Incentive

Oct 10, 2019

Learn all about the First-Time Home Buyer Incentive and how it can help you afford a down payment on your first home!...

Old Age Security: What you need to know

Oct 10, 2019

Doug Carroll

How do you get the most value out of OAS? Should you defer? Learn the basics of OAS – including info about payments, deferring, and taxes...

The basics of retirement readiness

Sep 23, 2019

Retirement is about more than just money. Still, money is at the centre of determining when it's possible to retire, and what's possible when you get there....

Tax tips for snowbirds spending time in the U.S.

Sep 23, 2019

If you stay too long south of the border, you might need to file U.S. income tax. Learn about your limits and other considerations. ...

What’s new for first-time home buyers?

Apr 10, 2019

As we head into the spring house-hunting season, first-time buyers have some additional financial options in their planning toolkit. As this is likely the largest financial transaction you will ever undertake, you should know the tools available to help you. ...

Federal Budget 2019 - Special Bulletin

Mar 20, 2019

This budget summary was prepared from within the official media lock-up in Ottawa by Doug Carroll, head of tax, estate & financial planning with Meridian. ...

Fifty tax-filing tips for the 2018 tax year

Mar 05, 2019

While we must each pay our fair share, we’re still entitled to legally arrange our affairs to minimize tax. Doing so effectively means taking time-to-plan, and now that it’s time-to-report, here are 50 tips to help you claim all the deductions and benefits you’re entitled to receive. ...

RESP: The smart way to save for your child's education

Nov 28, 2018

Doug Carroll discusses how parents can save with an RESP to help their child afford post-secondary education. ...

Making the most of RESP grants

Nov 27, 2018

As a parent you want to take optimal advantage of RESPs and education grants - this cheat sheet based on your child's age can get you there....

Powers of attorney - Your capacity, care and continuity

Nov 22, 2018

Naming an attorney can be a delicate and difficult decision, but it's critically important for your property and personal welfare if you become incapable....

From estate planning to estate doing

Nov 21, 2018

Estate planning is at the heart of why you take care of yourself, your family & your wealth – and that's why you need to include it in your financial planning....

Timely year-end tactics to trim your taxes

Nov 15, 2018

Year-end is traditionally a time when we start thinking about winding down, but for tax planning, it's when we need to take stock, and potentially take action....

Fear-of-missing-out and the futility of market timing

Oct 31, 2018

Fear-of-missing-out can have a dangerous influence on investors, making the notion of market timing enticing. How do you keep yourself on-track?...

Risk management for the entrepreneurial set

Oct 26, 2018

Entrepreneurs don’t take risk – they assess, exploit and overcome it. But none of us are infallible, nor invincible. That’s where life insurance comes in....

About Doug Carroll

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