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

Oct 26, 2020

It's tempting to panic when the market takes a bad turn. But when you have a solid financial plan, there's no need - learn why....

What is an RRIF and how do you use it?

Oct 10, 2019

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

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

Planning for retirement can be challenging. Here are some basic questions to think about to help you make educated decisions and make sure you are ready for retirement....

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. ...

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

Nov 28, 2018

Will you be able to afford your child's education? Learn about how starting an RESP fund early can help you secure their future....

Making the most of RESP grants

Nov 27, 2018

Learn all about how the Canada Education Savings Grant (CESG) program works so that you're better prepared to help your child pay for education....

Powers of attorney - Your capacity, care and continuity

Nov 22, 2018

Appointing a power of attorney is an important part of planning for your future. Here's what you need to know about what it means and who to appoint....

Estate planning doesn't have to be scary

Nov 21, 2018

Contemplating your mortality can be stressful, but estate-planning is necessary, and it can be simple. Here's how it works....

Risk management for the entrepreneurial set

Oct 26, 2018

Learn about why life insurance is an important tool to preserve your business....

All decked-out: Hidden costs of cottage ownership

Jul 27, 2018

Cottage life can be very appealing, but before you commit, consider these personal practicalities and out-of-pocket costs of pursuing that life of leisure....

Why you should make a will, no matter your age

Jul 06, 2018

Dealing with a loss is devastating, and it's made much worse by the bureaucracy that results from not having a will. Making a will will help your loved ones....

Money for your matrimony

May 25, 2018

You're in love and ready to take the plunge into marriage, but you could be starting your life together in a financial hole if you're not adequately prepared....

Si, si, si – Translating YES into your financial planning

May 18, 2018

For many people financial planning may feel like learning another language. There are new concepts, and time required to master how and when to apply them....

Spousal loans – A tax strategy for investors in a low-interest economy

Mar 21, 2018

With interest rates at historic lows, a spousal loan can reduce your household tax bill. Learn more about how it works, and how you can save....

About Doug Carroll

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