Articles of Interest

AUG 1 2019 – GLOBE AND MAIL

View pdf of article: Cross-border couples need special tax planning

JUL 30 2019 – BNN BLOOMBERG

View pdf of article: 5 ways to protect yourself from a data breach

JUL 22 2019 – INVESTMENT EXECUTIVE

View pdf of article: Canadians putting off retirement to help kids buy homes: survey

JUL 19 2019 – MONEYSENSE

View pdf of article: Do teenagers need to file a tax return if they work part-time?

JUL 16 2019 – FORBES

View pdf of article: Four things we should all learn from the wealthy

JUN 20 2019 – GLOBE AND MAIL

View pdf of article: Consider these four tax manoeuvres before moving to the United States

JUN 17 2019 – BNN BLOOMBERG

View pdf of article: 10 pieces of financial advice for new grads

JUN 6 2019 – GLOBE AND MAIL

View pdf of article: Ten tax issues and opportunities with your cottage to watch out for

MAY 30 2019 – FINANCIAL POST

View pdf of article: Are you on speaking terms with your old pensions? Ignoring them could cost you

MAY 30 2019 – GLOBE AND MAIL

View pdf of article: The five biggest estate planning mistakes of cottage owners

MAY 30 2019 – GLOBE AND MAIL

View pdf of article: Critical illness insurance gaining mass appeal

MAY 21 2019 – FORBES

View pdf of article: Why You Should Never Use Airport USB Charging Stations

MAY 6 2019 – FORBES

View pdf of article: 7 Important Financial Steps For New Parents To Take

MAY 2 2019 – GLOBE AND MAIL

View pdf of article: Follow the right protocol to adjust or dispute your tax filings

APR 26 2019 – GLOBE AND MAIL

View pdf of article: Will you blow your tax refund on something fun? Blame it on mental accounting

APR 25 2019 – GLOBE AND MAIL

View pdf of article: A primer on keeping your tax records

APRIL 15 2019 – BNN BLOOMBERG

View pdf of article: Tax on cottage rental income never takes a holiday

APR 2 2019 – GLOBE AND MAIL

View pdf of article: Stop being so complacent about fraud and ID theft

MAR 28 2019 – GLOBE AND MAIL

View pdf of article: Deductions, credits and the facts about tax savings

MAR 27 2019 – MONEYSENSE

View pdf of article: 8 strategies to make selling a home in 2019 less stressful

MAR 13 2019 – BNN BLOOMBERG

View pdf of article: How to avoid getting scammed this tax season

MAR 11 2019 – MONEYSENSE

View pdf of article: What is an RESP?

MAR 11 2019 – BNN BLOOMBERG

View pdf of article: How to protect yourself against financial fraud

MAR 7 2019 – GLOBE AND MAIL

View pdf of article: Tax tips and traps when filing your 2018 tax return

MAR 7 2019 – GLOBE AND MAIL

View pdf of article: Five ways to avoid big medical bills while on vacation

FEB 28 2019 – BNN BLOOMBERG

View pdf of article: As child care costs soar, parents weigh the true costs of 18-month leave

FEB 27 2019 – FINANCIAL POST

View pdf of article: Your biggest tax asset in retirement may be sleeping right beside you

FEB 21 2019 – GLOBE AND MAIL

View pdf of article: Changes in 2018 that may affect your tax filings

FEB 1 2019 – FINANCIAL POST

View pdf of article: Three tips to help retirees minimize their taxes and maximize their cash flow

JAN 23 2019 – MONEYSENSE

View pdf of article: Top 5 winter vacation destinations for travellers in 2019

JAN 23 2019 – BNN BLOOMBERG

View pdf of article: Know and grow your household net worth

JAN 22 2019 – MONEYSENSE

View pdf of article: Getting the most out of retirement income planning with an older spouse

JAN 21 2019 – INVESTMENT EXECUTIVE

View pdf of article: Canadians feeling stressed about their finances

JAN 19 2019 – GLOBE AND MAIL

View pdf of article: Active baby boomers rewrite the retirement myth

JAN 17 2019 – GLOBE AND MAIL

View pdf of article: Prevent family feuds to get the most out of your income

JAN 14 2019 – GLOBE AND MAIL

View pdf of article: When kids squander money, parents are squarely to blame

JAN 4 2019 – FINANCIAL POST

View pdf of article: Tax tips to kickstart 2019 for every age group, from teens to seniors

JAN 3 2019 – GLOBE AND MAIL

View pdf of article: The first quarter of the year offers a rare tax opportunity

DEC 11 2018 – GLOBE AND MAIL

View pdf of article: How to squeeze all the juice from a higher TFSA limit

DEC 6 2018 – GLOBE AND MAIL

View pdf of article: Push your 2018 taxes to a future year for real savings

DEC 5 2018 – MONEYSENSE

View pdf of article: Family caregivers are missing out on help from the taxman

NOV 29 2018 – GLOBE AND MAIL

View pdf of article: Two proven ways to feel better about your finances

NOV 29 2018 – GLOBE AND MAIL

View pdf of article: Count your days in the U.S. to avoid tax filings south of the border

NOV 26 2018 – INVESTMENT EXECUTIVE

View pdf of article: FPSC unveils new FP Canada details, introduces QAFP designation

NOV 19 2018 – INVESTMENT EXECUTIVE

View pdf of article: Top year-end tax tips

NOV 19 2018 – INVESTMENT EXECUTIVE

View pdf of article: TFSA annual contribution limit rises to $6,000

NOV 16 2018 – FINANCIAL POST

View pdf of article: The ins and outs of claiming moving expenses on your tax return

NOV 14 2018 – MONEYSENSE

View pdf of article: How joint property ownership rights work

NOV 6 2018 – GLOBE AND MAIL

View pdf of article: Renting is easier, but the vacationing wealthy prefer to buy

OCT 26 2018 – BNN

View pdf of article: Anyone can be a financial advisor. Really.

OCT 23 2018 – INVESTMENT EXECUTIVE

View pdf of article: Kids investing earlier than their parents

OCT 22 2018 – BNN

View pdf of article: Why you need to know about RRIFs before retiring

OCT 22 2018 – INVESTMENT EXECUTIVE

View pdf of article: TFSA advantage can lead to a tax of 100%

OCT 18 2018 – FINANCIAL POST

View pdf of article: Time to do some active planning to beat the passive income tax changes

OCT 17 2018 – GLOBE AND MAIL

View pdf of article: Small businesses push back against Ottawa’s new passive income rules

OCT 12 2018 – INVESTMENT EXECUTIVE

View pdf of article: Changes coming for RDSPs?

OCT 10 2018 – GLOBE AND MAIL

View pdf of article: Limits on income sprinkling cut into family businesses

OCT 1 2018 – MONEYSENSE

View pdf of article: How to go from being a saver to a spender in retirement without fear

SEP 27 2018 – GLOBE AND MAIL

View pdf of article: A dozen tax tips for the fourth quarter

SEP 24 2018 – INVESTMENT EXECUTIVE

View pdf of article: Helping clients manage their tax instalments

SEP 20 2018 – GLOBE AND MAIL

View pdf of article: What expenses can you deduct when moving from province to province?

SEP 20 2018 – GLOBE AND MAIL

View pdf of article: Why your spouse is financially illiterate

SEP 20 2018 – GLOBE AND MAIL

View pdf of article: Five bad ideas about taxes to avoid

SEP 19 2018 – GLOBE AND MAIL

View pdf of article: Americans living in Canada: Be aware that the IRS is watching you

SEP 19 2018 – INVESTMENT EXECUTIVE

View pdf of article: FPSC plans transition to FP Canada

SEP 13 2018 – GLOBE AND MAIL

View pdf of article: Four reasons why business owners should consider life insurance

SEP 6 2018 – GLOBE AND MAIL

View pdf of article: Our most irrational financial habit? Cheaping out on retirement saving

SEP 6 2018 – MONEYSENSE

View pdf of article: Canada cracks top 10 in 2018 retirement security ranking

SEP 5 2018 – BNN

View pdf of article: A hard lesson on student debt is spelled RESP

AUG 31 2018 – FINANCIAL POST

View pdf of article: When the CRA calls: Jamie Golombek on his 10-month, transit pass reassessment saga

AUG 29 2018 – MONEYSENSE

View pdf of article: How does a missed HBP payment affect your bottom line?

AUG 23 2018 – GLOBE AND MAIL

View pdf of article: Ten tips for lending money to your family

AUG 22 2018 – FINANCIAL POST

View pdf of article: If you want to keep wealth in the family, be careful how you bequeath it

AUG 20 2018 – MONEYSENSE

View pdf of article: Saving enough money for full-time care in retirement

AUG 16 2018 – GLOBE AND MAIL

View pdf of article: Make sure you have a plan for withdrawing from an RESP

AUG 16 2018 – GLOBE AND MAIL

View pdf of article: These five lesser-known tips will help you ensure you get the most out of RESPs

AUG 15 2018 – GLOBE AND MAIL

View pdf of article: Strengthened standards proposed for certified financial planners

AUG 10 2018 – GLOBE AND MAIL

View pdf of article: Family meetings emerging as a new facet of financial planning

AUG 9 2018 – GLOBE AND MAIL

View pdf of article: How to build an education plan for your child

AUG 3 2018 – BNN

View pdf of article: Retirement planning isn’t just about the money

JUL 30 2018 – FINANCIAL POST

View pdf of article: No asset in your estate can be as emotionally charged as the family cottage

JUL 18 2018 – INVESTMENT EXECUTIVE

View pdf of article: Small biz tax changes: where we are now

JUL 6 2018 – FINANCIAL POST

View pdf of article: When disability insurance payouts are not actually tax-free

JUL 3 2018 – GLOBE AND MAIL

View pdf of article: Giving to charity? Choose a tax-savvy method

JUN 1 2018 – GLOBE AND MAIL

View pdf of article: Preparing finances now for possible cognitive decline is just plain smart

MAY 31 2018 – GLOBE AND MAIL

View pdf of article: Selling your home tax-free may be more complex than you think

MAY 30 2018 – GLOBE AND MAIL

View pdf of article: How to protect yourself when your bank’s online security fails

MAY 24 2018 – GLOBE AND MAIL

View pdf of article: How charitable remainder trusts let you provide for heirs while doing some good

MAY 24 2018 – GLOBE AND MAIL

View pdf of article: Don’t slam on the brakes – keep active and ease into retirement

MAY 17 2018 – GLOBE AND MAIL

View pdf of article: How to properly give the cottage to your kids

MAY 14 2018 – GLOBE AND MAIL

View pdf of article: Snowbirds, will there be tax to pay when you sell your U.S. property?

MAY 10 2018 – GLOBE AND MAIL

View pdf of article: The coming housing crisis for seniors

MAY 9 2018 – INVESTMENT EXECUTIVE

View pdf of article: Financial literacy isn’t financial wellness for Canadian workers

MAY 8 2018 – GLOBE AND MAIL

View pdf of article: How a ‘fail chart’ can help your kids learn about money

MAY 4 2018 – GLOBE AND MAIL

View pdf of article: Why robo-advisers are starting to lose clients back to humans

APR 25 2018 – MONEYSENSE

View pdf of article: The benefits and flexibility of family RESPs

APR 25 2018 – GLOBE AND MAIL

View pdf of article: You know you need a will. Here’s what’s stopping you

APR 23 2018 – BNN

View pdf of article: Missing your tax deadline could get costly

APR 23 2018 – GLOBE AND MAIL

View pdf of article: Do I really need life insurance? The costs vary greatly so choose with care

APR 12 2018 – GLOBE AND MAIL

View pdf of article: The top 10 things the taxman may review on your tax return

APR 12 2018 – MONEYSENSE

View pdf of article: The CRA isn’t sending your tax refund via e-Transfer

APR 11 2018 – MONEYSENSE

View pdf of article: 7 things to remember when doing this year’s taxes

APR 10 2018 – GLOBE AND MAIL

View pdf of article: Sold your home? CRA may penalize you if you fail to report it

APR 9 2018 – INVESTMENT EXECUTIVE

View pdf of article: Act now to avoid losing out on the small business deduction in 2019

APR 9 2018 – GLOBE AND MAIL

View pdf of article: Six changes to consider this tax-filing season

APR 9 2018 – GLOBE AND MAIL

View pdf of article: Death and taxes: The question you need to ask that’s not on your return

APR 5 2018 – GLOBE AND MAIL

View pdf of article: Why people can’t resist blowing their tax refund

APR 5 2018 – GLOBE AND MAIL

View pdf of article: Are you blowing these tax-savings opportunities?

MAR 29 2018 – GLOBE AND MAIL

View pdf of article: How students can put more money in their pocket at tax time

MAR 25 2018 – GLOBE AND MAIL

View pdf of article: Talking to kids about money: An age-appropriate guide

MAR 22 2018 – GLOBE AND MAIL

View pdf of article: Tips and traps when filing your tax return

MAR 11 2018 – INVESTMENT EXECUTIVE

View pdf of article: Making sense of the new passive income rules

MAR 9 2018 – FINANCIAL POST

View pdf of article: Use your tuition tax credits as soon as you can or risk losing them

MAR 8 2018 – ADVISOR.CA

View pdf of article: A will is not an estate plan

MAR 7 2018 – CBCNEWS

View pdf of article: CRA scams on the rise as tax season gets underway

MAR 1 2018 – INVESTMENT EXECUTIVE

View pdf of article: Should your client use a corporate executor?

FEB 27 2018 – GLOBE AND MAIL

View pdf of article: Federal Budget 2018: Seven changes that could affect your finances

FEB 27 2018 – GLOBE AND MAIL

View pdf of article: Federal Budget 2018: New measures enhance financial security – for some

FEB 27 2018 – MONEYSENSE

View pdf of article: Morneau reveals tax treatment on small business income

FEB 22 2018 – GLOBE AND MAIL

View pdf of article: How to be a tax-smart snowbird with property in the U.S.

FEB 22 2018 – GLOBE AND MAIL

View pdf of article: Retirees are likely not as poor as they think

FEB 21 2018 – GLOBE AND MAIL

View pdf of article: Canadians with B.C. vacation homes to be hit with new tax

FEB 15 2018 – GLOBE AND MAIL

View pdf of article: Note to millennials: When it comes to RRSPs, time is your best friend

FEB 15 2018 – ADVISOR.CA

View pdf of article: Get finances in order for parental leave

FEB 13 2018 – MONEYSENSE

View pdf of article: Common travel scams and how to avoid them

FEB 13 2018 – BNN

View pdf of article: What to consider before buying your first home

FEB 7 2018 – BNN

View pdf of article: 5 costly mistakes to avoid when paying down your mortgage

JAN 30 2018 – ADVISOR.CA

View pdf of article: Wealthy Canadians Not Discussing Inheritance With Heirs: Survey

JAN 25 2018 – GLOBE AND MAIL

View pdf of article: Want to defer your taxes? Try these ideas

JAN 19 2018 – GLOBE AND MAIL

View pdf of article: You’re 65 – too old to make a financial plan?

JAN 11 2018 – GLOBE AND MAIL

View pdf of article: Claim these new and little-used deductions and credits to save tax

JAN 9 2018 – GLOBE AND MAIL

View pdf of article: Ten of the worst mistakes you can make in retirement

JAN 4 2018 – GLOBE AND MAIL

View pdf of article: The five pillars of tax planning that can save you big money

JAN 2 2018 – FINANCIAL POST

View pdf of article: Here’s what to do when you take over a parent’s finances

DEC 30 2017 – GLOBE AND MAIL

View pdf of article: Everything you wanted to know about tax-free savings accounts

DEC 4 2017 – ADVISOR.CA

View pdf of article: Essential Tax Numbers: Updated For 2018

NOV 23 2017 – MONEYSENSE

View pdf of article: How to write a will that’s actually fair

NOV 23 2017 – GLOBE AND MAIL

View pdf of article: How e-transfers are ousting paper cheques

NOV 17 2017 – BNN

View pdf of article: How to set financial goals you can actually achieve

NOV 14 2017 – GLOBE AND MAIL

View pdf of article: How seniors moving in together can protect their retirement savings

NOV 9 2017 – GLOBE AND MAIL

View pdf of article: Year-end tax tips for the family: A gift that will likely keep on giving

NOV 9 2017 – ADVISOR.CA

View pdf of article: Why mortgage life insurance may not be the best bet

NOV 9 2017 – GLOBE AND MAIL

View pdf of article: Expanded parental leave, new caregiver benefit to come into effect Dec. 3

NOV 6 2017 – MONEYSENSE

View pdf of article: 7 ways to prepare for retirement

OCT 26 2017 – GLOBE AND MAIL

View pdf of article: Reduce the sting of taxes when making gifts

OCT 19 2017 – GLOBE AND MAIL

View pdf of article: Worried about investor fraud? Here are some warning signs

OCT 19 2017 – GLOBE AND MAIL

View pdf of article: Ottawa’s tweaks to proposed tax reforms don’t go nearly far enough

OCT 19 2017 – BNN

View pdf of article: The cost of caregiving in Canada

OCT 18 2017 – BNN

View pdf of article: Little-known tax breaks for seniors and their families

OCT 6 2017 – GLOBE AND MAIL

View pdf of article: ‘I don’t want to be gouged by an adviser that does a little for a lot’

OCT 3 2017 – GLOBE AND MAIL

View pdf of article: Travellers, you need this kind of insurance if you have elderly parents

OCT 1 2017 – MONEYSENSE

View pdf of article: What to consider when choosing the right advisor

SEPT 22 2017 – GLOBE AND MAIL

View pdf of article: Seniors get into money trouble by saying ‘yes’ too often

SEPT 22 2017 – FINANCIAL POST

View pdf of article: Keep track of your retirement contribution room or be hit with nasty penalty taxes

SEPT 18 2017 – GLOBE AND MAIL

View pdf of article: A $500,000 lesson in how to fight identity theft

SEPT 6 2017 – GLOBE AND MAIL

View pdf of article: How much does it cost to raise kids?

AUG 31 2017 – GLOBE AND MAIL

View pdf of article: How to create a postsecondary-funding plan today

AUG 31 2017 – GLOBE AND MAIL

View pdf of article: Why the cost of education may end up far higher than many students expect

AUG 30 2017 – GLOBE AND MAIL

View pdf of article: Adviser, advisor or financial planner? Does the name matter?

AUG 24 2017 – FINANCIAL POST

View pdf of article: Taxes – the average Canadian family’s largest expense

AUG 22 2017 – GLOBE AND MAIL

View pdf of article: Some post-secondary students and their parents are about to make a $20,000 mistake

AUG 18 2017 – FINANCIAL INDEPENDENCE HUB

View pdf of article: Sharing mortgages with unequal incomes

AUG 17 2017 – GLOBE AND MAIL

View pdf of article: A worry for the wealthy: keeping cash from children’s ex-spouses

AUG 14 2017 – GLOBE AND MAIL

View pdf of article: What do the rich worry about? Surprisingly, it’s money

AUG 10 2017 – GLOBE AND MAIL

View pdf of article: How you own your home matters for tax planning

AUG 10 2017 – GLOBE AND MAIL

View pdf of article: How to avoid RESP penalties if your child quits university

AUG 4 2017 – GLOBE AND MAIL

View pdf of article: Power of attorney is your financial defence against the risks of aging

AUG 4 2017 – FINANCIAL POST

View pdf of article: A 93% tax rate? Private corporation tax could make it possible

AUG 4 2017 – GLOBE AND MAIL

View pdf of article: Six happy thoughts on retirement from an actual retiree

AUG 3 2017 – BNN

View pdf of article: How to avoid the perils of post-secondary education costs

JUL 31 2017 – BNN

View pdf of article: 10 common money myths debunked

JUL 30 2017 – GLOBE AND MAIL

View pdf of article: How to make a success of succession when passing on the family business

JUL 28 2017 – MONEYSENSE

View pdf of article: What to expect when applying for CPP

JUL 24 2017 – MONEYSENSE

View pdf of article: 5 personal finance myths you probably still believe

JUL 20 2017 – GLOBE AND MAIL

View pdf of article: Proposed tax changes would shake the small-business world

JUL 17 2017 – BNN

View pdf of article: What every Canadian needs to know about power of attorney

JUL 13 2017 – MONEYSENSE

View pdf of article: One huge cost to factor into retirement plans

JUL 13 2017 – GLOBE AND MAIL

View pdf of article: The benefits of a strategic investment approach to charitable giving

JUL 10 2017 – ADVISOR.CA

View pdf of article: Corrected: How to claim the principal residence exemption

JUL 7 2017 – FINANCIAL POST

View pdf of article: Why your lack of knowledge about taxes is hurting your pocketbook

JUN 27 2017 – GLOBE AND MAIL

View pdf of article: Is there a right age for kids to learn about money?

JUN 27 2017 – MONEYSENSE

View pdf of article: Retirement’s changing face

JUN 20 2017 – GLOBE AND MAIL

View pdf of article: A big fear for wealthy families: spoiled kids

JUN 12 2017 – ADVISOR.CA

View pdf of article: Understanding The New T1135

JUN 12 2017 – GLOBE AND MAIL

View pdf of article: The four pillars of financial adviser trustworthiness

JUN 1 2017 – GLOBE AND MAIL

View pdf of article: Where the rich are finding second homes abroad

JUN 1 2017 – GLOBE AND MAIL

View pdf of article: A cottage agreement can save the family headaches

MAY 30 2017 – MONEYSENSE

View pdf of article: 10 cheapest airfare destinations for Canadians

MAY 29 2017 – GLOBE AND MAIL

View pdf of article: A simple guide to estate planning

MAY 18 2017 – GLOBE AND MAIL

View pdf of article: Why you may need or want to set up a trust in your estate

MAY 16 2017 – FINANCIAL POST

View pdf of article: Only 40 per cent of business owners have transition plan in place, says new report

MAY 16 2017 – MONEYSENSE

View pdf of article: 4 things to get right when tapping RESP savings

MAY 15 2017 – ADVISOR.CA

View pdf of article: Tax filing for parents

MAY 15 2017 – MONEYSENSE

View pdf of article: Who gets what in a blended family with no will?

MAY 11 2017 – FORBES

View pdf of article: Yes, You Probably Need Life Insurance And Here’s Why

MAY 11 2017 – NATIONAL POST

View pdf of article: Bankrupt by Cancer

MAY 10 2017 – FINANCIAL POST

View pdf of article: These five tech-based money scams are making millennials look like suckers

MAY 5 2017 – GLOBE AND MAIL

View pdf of article: Tax breaks for charitable givers can add up

MAY 2 2017 – GLOBE AND MAIL

View pdf of article: This health-care giant delivers the right medicine for my dividend portfolio

APR 10 2017 – ADVISOR.CA

View pdf of article: Understanding dividends

MAR 30 2017 – BNN

View pdf of article: 5 ways to use your tax refund

MAR 29 2017 – MONEYSENSE

View pdf of article: The difference between wills and trusts

MAR 28 2017 – BNN

View pdf of article: 26 Financial tips you need to know

MAR 24 2017 – GLOBE AND MAIL

View pdf of article: Why it isn’t time to dump your dividend stocks in fear of a correction

MAR 2 2017 – GLOBE AND MAIL

View pdf of article: TD caps big banks’ results with dividend hike, stronger profit

MAR 2 2017 – BNN

View pdf of article: Canada’s top 10 fraud scams in 2016

FEB 26 2017 – GLOBE AND MAIL

View pdf of article: Three common financial mistakes that too many people make

FEB 24 2017 – BNN

View pdf of article: Pattie’s financial tip of the day: Have the ‘financial talk’

FEB 23 2017 – GLOBE AND MAIL

View pdf of article: How an allowance can help children develop financial know-how

FEB 23 2017 – GLOBE AND MAIL

View pdf of article: A baker’s dozen tax-filing changes for this year

FEB 21 2017 – MONEYSENSE

View pdf of article: What to do with unused RESP money

FEB 20 2017 – GLOBE AND MAIL

View pdf of article: Big Six banks’ earnings results to get a lift from hot markets

FEB 17 2017 – FINANCIAL POST

View pdf of article: Tax season is upon us: Here’s what you need to know to complete your return

FEB 15 2017 – GLOBE AND MAIL

View pdf of article: Five common RRSP mistakes to avoid while saving this year

FEB 13 2017 – FINANCIAL INDEPENDENCE HUB

View pdf of article: Estate Planning For Couples: You Can’t Take It With You

FEB 9 2017 – GLOBE AND MAIL

View pdf of article: Seven criteria for finding the right investment adviser

FEB 7 2017 – FINANCIAL POST

View pdf of article: Spousal RRSPs are an often overlooked retirement savings tool

FEB 7 2017 – GLOBE AND MAIL

View pdf of article: How to give investments from beyond the grave

FEB 3 2017 – GLOBE AND MAIL

View pdf of article: RRSPs and TFSAs not enough for high-net-worth investors

FEB 3 2017 – FINANCIAL POST

View pdf of article: Here are the tax changes to watch out for in the upcoming federal budget

JAN 26 2017 – MONEYSENSE

View pdf of article: Unlocking the mystery of LIRAs

JAN 24 2017 – ADVISOR.CA

View pdf of article: What is a spousal RRSP?

JAN 23 2017 – LIFEHAPPENS BLOG

View pdf of article: 6 Reasons People Don’t Buy Life Insurance (and Why They’re Wrong)

JAN 20 2017 – MONEYSENSE

View pdf of article: 15 home insurance myths to stop believing now

JAN 20 2017 – FINANCIAL POST

View pdf of article: What Donald Trump’s tax reform proposals could mean for Canadians

JAN 19 2017 – GLOBE AND MAIL

View pdf of article: Ten income splitting ideas for Canadians

JAN 18 2017 – THE LINK BETWEEN INSURANCE BLOG

View pdf of article: How Changes to the Taxation of Trusts may Impact You

JAN 17 2017 – GLOBE AND MAIL

View pdf of article: The amazing power of long-term dividend growth

JAN 16 2017 – FINANCIAL POST

View pdf of article: What to look for during your annual evaluation of your investment manager

JAN 16 2017 – FINANCIAL POST

View pdf of article: Timing is everything: The long and the short of the TFSA vs RRSP decision

JAN 15 2017 – GLOBE AND MAIL

View pdf of article: You must do these two difficult things to invest as patiently as the greats

JAN 13 2017 – BNN

View pdf of article: Four RRSP myths to look out for this season

JAN 4 2017 – GLOBE AND MAIL

View pdf of article: These favourite books of Warren Buffett can help you build true wealth

JAN 3 2017 – FINANCIAL POST

View pdf of article: Eight things you need to know about your TFSA to maximize your money

JAN 2 2017 – BNN

View pdf of article: Building your wealth in 2017, one month at a time

JAN 1 2017 – FINANCIAL POST

View pdf of article: Here are the new numbers you need to get a jumpstart on your 2017 taxes

DEC 30 2016 – BNN

View pdf of article: 5 tax resolutions for 2017

DEC 29 2016 – GLOBE AND MAIL

View pdf of article: Six tax-wise New Year’s resolutions for 2017

DEC 29 2016 – GLOBE AND MAIL

View pdf of article: Canadians to face some tax changes in 2017

DEC 15 2016 – GLOBE AND MAIL

View pdf of article: Year-end tax strategies for business owners

DEC 13 2016 – GLOBE AND MAIL

View pdf of article: Five reasons to still love dividend stocks

NOV 28 2016 – GLOBE AND MAIL

View pdf of article: Why your family needs an investment policy statement

NOV 25 2016 – GLOBE AND MAIL

View pdf of article: Why short-term thinking is an investor’s worst enemy

NOV 17 2016 – GLOBE AND MAIL

View pdf of article: A year-end tax checklist for retirement plans

NOV 14 2016 – FINANCIAL POST

View pdf of article: Why a full-stop retirement is not the best way to go

NOV 9 2016 – GLOBE AND MAIL

View pdf of article: How snowbirds can buy U.S. dollars on the cheap

NOV 7 2016 – GLOBE AND MAIL

View pdf of article: Why investors shouldn’t worry when the post-election stock market goes crazy

NOV 4 2016 – GLOBE AND MAIL

View pdf of article: The best investing books for novices – as chosen by our readers

NOV 3 2016 – GLOBE AND MAIL

View pdf of article: Rob Carrick: Have you saved enough for your health?

NOV 3 2016 – FINANCIAL POST

View pdf of article: The RRSP’s less flexible cousin: Everything you need to know about the LIRA

NOV 2 2016 – MONEYSENSE

View pdf of article: New Canada Student Loans rule changes explained

OCT 31 2016 – MONEYSENSE

View pdf of article: How to read your mortgage documents

OCT 28 2016 – BLOOMBERG

View pdf of article: Shift from active to passive investing isn’t what it seems

OCT 28 2016 – GLOBE AND MAIL

View pdf of article: Marriage, co-habitation contracts can be good investments

OCT 28 2016 – FINANCIAL POST

View pdf of article: Out with the old, in with the new: Four tax tips that are unique to 2016

OCT 24 2016 – BNN

View pdf of article: Pattie Lovett-Reid: Are financial myths holding you back?

OCT 21 2016 – FINANCIAL POST

View pdf of article: Why it’s time to start talking about your end-of-year tax plans

OCT 13 2016 – MONEYSENSE

View pdf of article: 3 scenarios where term life insurance is a must

OCT 12 2016 – INVESTMENT EXECUTIVE

View pdf of article: Canadians score high on financial literacy

OCT 9 2016 – GLOBE AND MAIL

View pdf of article: We’re in the toughest three months of the year for your wallet

OCT 7 2016 – FINANCIAL POST

View pdf of article: Why your student budget might need a turkey dump – and how to start over

OCT 6 2016 – GLOBE AND MAIL

View pdf of article: How principal-residence tax changes will affect every Canadian homeowner

OCT 2 2016 – GLOBE AND MAIL

View pdf of article: How to build a good credit score – and what can ruin it

SEP 30 2016 – FINANCIAL POST

View pdf of article: Quitting Canada: How to retire in spring-like paradise in the autumn of your life

SEP 30 2016 – GLOBE AND MAIL

View pdf of article: Use the Canada Child Benefit to invest in your children’s education

SEP 30 2016 – ADVISOR.CA

View pdf of article: What trustees should (and shouldn’t) do

SEP 13 2016 – ADVISOR.CA

View pdf of article: Be careful with RESPs for U.S. Persons

SEP 12 2016 – FINANCIAL POST

View pdf of article: If your retirement security is built on your home, now might be the time to sell

SEP 8 2016 – GLOBE AND MAIL

View pdf of article: Seven tax-smart ways to educate your kids

SEP 7 2016 – FINANCIAL POST

View pdf of article: Nearly half of Canadians are living paycheque to paycheque

SEP 2 2016 – FINANCIAL POST

View pdf of article: How to strategically withdraw money from an RESP

SEP 2 2016 – FINANCIAL POST

View pdf of article: How Canadian kids are taught financial literacy from coast to coast

SEP 2 2016 – MONEYSENSE

View pdf of article: 4 ways to pass on the family cottage

SEP 1 2016 – GLOBE AND MAIL

View pdf of article: Types of ‘free money’ for school – and the taxman’s view

SEP 1 2016 – GLOBE AND MAIL

View pdf of article: Five financial realities that millennials have never seen (but be prepared)

AUG 31 2016 – MONEYSENSE

View pdf of article: Think twice before tossing old tax records

AUG 26 2016 – MONEYSENSE

View pdf of article: 4 ways university students can save money

AUG 25 2016 – GLOBE AND MAIL

View pdf of article: Postsecondary education planning tips for the family

AUG 24 2016 – BNN

View pdf of article: CRA tax scammers have reached a new low

AUG 23 2016 – EDMONTON JOURNAL

View pdf of article: Starting over: Financial tips for blended families from CIBC’s Jamie Golombek

AUG 19 2016 – FINANCIAL POST

View pdf of article: If you received an instalment reminder from the CRA, do you really need to pay it?

AUG 18 2016 – GLOBE AND MAIL

View pdf of article: Four ways to transition out of business ownership

AUG 18 2016 – GLOBE AND MAIL

View pdf of article: Don’t skip this eye-opening step in the advisory process

AUG 15 2016 – GLOBE AND MAIL

View pdf of article: Credit card crash lesson for students bound for university, college

AUG 13 2016 – WINNIPEG FREE PRESS

View pdf of article: Learning about RESPs: The time has come to use it… so now what?

AUG 12 2016 – GLOBE AND MAIL

View pdf of article: Don’t fall for the ‘yield on cost’ myth

AUG 11 2016 – GLOBE AND MAIL

View pdf of article: Running your own business includes planning for transition

AUG 9 2016 – GLOBE AND MAIL

View pdf of article: This dividend strategy can pay off magnificently if you stick with it

AUG 5 2016 – GLOBE AND MAIL

View pdf of article: Building good credit starts young and requires some parental help

AUG 5 2016 – FINANCIAL POST

View pdf of article: Why the number on your summer job paycheques is less than you expected

AUG 4 2016 – GLOBE AND MAIL

View pdf of article: Your mortgage, RRSP or TFSA: What’s the priority?

AUG 4 2016 – MONEYSENSE

View pdf of article: 65% of couples don’t talk money before marriage

AUG 3 2016 – MONEYSENSE

View pdf of article: 5 estate planning steps for blended families

JUL 29 2016 – GLOBE AND MAIL

View pdf of article: Seven things I’ve learned about investing

JUL 24 2016 – GLOBE AND MAIL

View pdf of article: The only fail-proof way to reach your financial goals is to save more

JUL 22 2016 – GLOBE AND MAIL

View pdf of article: Six tips to help you find a trustworthy adviser

JUL 15 2016 – FINANCIAL POST

View pdf of article: Why you should take inheritance into account when planning your retirement

JUL 14 2016 – GLOBE AND MAIL

View pdf of article: Life insurance isn’t taboo. It’s a creative tool

JUL 14 2016 – GLOBE AND MAIL

View pdf of article: Why won’t Canadians pay for investment advice

JUL 12 2016 – GLOBE AND MAIL

View pdf of article: Canadians weigh in on retirement readiness, and the news isn’t good

JUL 11 2016 – ALBERTA VENTURE

View pdf of article: The guide to buying or selling a business

JUL 8 2016 – GLOBE AND MAIL

View pdf of article: Anti-RRSP arguments are merely financial urban legends

JUL 7 2016 – GLOBE AND MAIL

View pdf of article: Why every word in your will can matter

JUL 1 2016 – GLOBE AND MAIL

View pdf of article: Why the average investor is so bad at it

JUN 30 2016 – FINANCIAL POST

View pdf of article: How to pass on the family cottage without destroying your family in the process

JUN 26 2016 – GLOBE AND MAIL

View pdf of article: What first-time home buyers need to know about insurance

JUN 24 2016 – GLOBE AND MAIL

View pdf of article: My post-Brexit investing plan revealed

JUN 19 2016 – GLOBE AND MAIL

View pdf of article: Having the family ‘wealth talk’: Four tips to remember

JUN 16 2016 – GLOBE AND MAIL

View pdf of article: Five common tax questions you asked about cottages

JUN 10 2016 – LIFEHAPPENS.ORG

View pdf of article: 5 Ways Critical Illness Insurance Can Be a Financial Life Saver

JUN 9 2016 – GLOBE AND MAIL

View pdf of article: Five tips for couples who have separate financial planners

JUN 6 2016 – FINANCIAL POST

View pdf of article: How to spend the $750 billion Canadians are about to pass to the next generation

JUN 3 2016 – MONEYSENSE

View pdf of article: How to save on foreign exchange fees on vacation

JUN 2 2016 – GLOBE AND MAIL

View pdf of article: This cottage story comes with a potpourri of tax issues

MAY 26 2016 – ADVISOR.CA

View pdf of article: TD, RBC, CIBC Report Q2 Earnings

MAY 24 2016 – GLOBE AND MAIL

View pdf of article: Why dividend growth investing makes sense in today’s world

May 22 2016 – GLOBE AND MAIL

View pdf of article: Want to stay in your home forever? Be aware of the costs of home care

MAY 20 2016 – FINANCIAL POST

View pdf of article: Why you might be better off without a defined benefit pension plan

MAY 20 2016 – GLOBE AND MAIL

View pdf of article: Why boutique tax credits may be more trouble than they’re worth

MAY 19 2016 – GLOBE AND MAIL

View pdf of article: How in-trust accounts for your children are taxed

MAY 19 2016 – GLOBE AND MAIL

View pdf of article: Doing renovations? Update your home insurance

MAY 16 2016 – GLOBE AND MAIL

View pdf of article: Gordon Pape: Why you should be concerned about the new federal tax bracket

APR 22 2016 – GLOBE AND MAIL

View pdf of article: How did that ‘sell everything’ strategy work out?

APR 21 2016 – GLOBE AND MAIL

View pdf of article: Last-minute filer? Check out these commonly overlooked tax-savers

APR 19 2016 – HUFFINGTON POST

View pdf of article: Want your kids to be money-smart? You’re their best teachers

APR 15 2016 – FINANCIAL POST

View pdf of article: Five steps you can take to help your aging parents manage their finances

APR 15 2016 – EDMONTON JOURNAL

View pdf of article: Five ways the Alberta budget might affect you where you live

APR 14 2016 – GLOBE AND MAIL

View pdf of article: This tax season is the last kick at the can for these savings

APR 11 2016 – MONEYSENSE

View pdf of article: How to lower capital gains tax owed

APR 11 2016 – YAHOO FINANCE

View pdf of article: Think you know your tax rate? Probably not, says CIBC’s Jamie Golombek

APR 1 2016 – FINANCIAL POST

View pdf of article: Why trust funds aren’t just for royalty or the rich and famous

MAR 24 2016 – GLOBE AND MAIL

View pdf of article: What to consider when filing tax returns for the deceased

MAR 23 2016 – FINANCIAL POST

View pdf of article: What the Liberal budget means for high-income Canadians

MAR 22 2016 – MONEYSENSE

View pdf of article: 25 ways the Liberal budget affects you

Mar 18 2016 – Financial Post

View pdf of article: The three big tax changes to watch out for in Tuesday’s federal budget

Mar 17 2016 – Globe and Mail

View pdf of article: These ten medical expenses could give you a tax break

Mar 17 2016 – Globe and Mail

View pdf of article: Executors, here’s what you need to know this tax season

MAR 17 2016 – Financial Post

View pdf of article: Liberals will return age of eligibility for old age security to 65 in next week

MAR 11 2016 – FINANCIAL POST

View pdf of article: What to do if you unexpectedly find yourself in charge of the family finances

MAR 11 2016 – FINANCIAL POST

View pdf of article: Relief may be on the way for people who pay tax on both sides of the border

MAR 7 2016 – FINANCIAL POST

View pdf of article: Four ways to assess whether an investment adviser is right for you

MAR 6 2016 – GLOBE AND MAIL

View pdf of article: CRA guides tax filers with new Auto-fill online service

MAR 1 2016 – GLOBE AND MAIL

View pdf of article: Scotiabank gets profit boost from international banking strength

FEB 25 2016 – GLOBE AND MAIL

View pdf of article: TD profit rises nearly 8% on lending; hikes dividend

FEB 25 2016 – GLOBE AND MAIL

View pdf of article: CIBC boosts dividend as first-quarter profit grows 6 per cent

FEB 19 2016 – FINANCIAL POST

View pdf of article: Five reasons the stock market is just plain weird

FEB 16 2016 – GLOBE AND MAIL

View pdf of article: A millenial primer on RRSPs. Should you contribute to one?

FEB 15 2016 – GLOBE AND MAIL

View pdf of article: New mortgage rules go into effect, part of Liberal plan to limit risks

FEB 11 2016 – GLOBE AND MAIL

View pdf of article: Money 101: Three things every teen should understand about money

FEB 5 2016 – FINANCIAL POST

View pdf of article: Why you shouldn’t risk over-contributing to your TFSA

JAN 28 2016 – MONEYSENSE

View pdf of article: Talking money with kids builds lifelong good habits

JAN 5 2016 – GLOBE AND MAIL

View pdf of article: Five New Year’s resolutions for dividend investors

DEC 7 2015 – GLOBE AND MAIL

View pdf of article: Liberals detail how they will roll back TFSA contribution limits

NOV 6 2015 – GLOBE AND MAIL

View pdf of article: The boomer’s dilemma: When to start collecting CPP

OCT 27 2015 – FINANCIAL POST

View pdf of article: How the new border tracking system could affect your government benefits

OCT 9 2015 – FINANCIAL POST

View pdf of article: Year-end tax tips for RRSP, RRIF and TFSA plan holders

SEP 21 2015 – FINANCIAL POST

View pdf of article: Eight ways to make the most of your charitable donations

AUG 28 2015 – GLOBE AND MAIL

View pdf of article: Scotiabank sees gains in international operations profit

AUG 27 2015 – GLOBE AND MAIL

View pdf of article: Canadian families spend more on taxes than food, shelter

AUG 24 2015 – GLOBE AND MAIL

View pdf of article: Relax, a stock market pullback was due

AUG 16 2015 – FINANCIAL POST

View pdf of article: Your retirement depends on how well you understand your portfolio now

JUL 31 2015 – FINANCIAL POST

View pdf of article: How to get a tax deduction for donations to U.S. charities

JUL 30 2015 – GLOBE AND MAIL

View pdf of article: Tax-free savings accounts have key estate-planning role

JUL 21 2015 – GLOBE AND MAIL

View pdf of article: CN vs. CP: Here’s the railway stock most attractive, post earnings

JUL 10 2015 – GLOBE AND MAIL

View pdf of article: A five-step plan for surviving market madness

JUL 9 2015 – GLOBE AND MAIL

View pdf of article: Three ways to keep the cottage in the family and the taxman at bay

JUL 6 2015 – GLOBE AND MAIL

View pdf of article: How to find the right financial adviser

MAY 28 2015 – GLOBE AND MAIL

View pdf of article: CIBC boosts its dividend as profit triples, beating estimates

MAY 27 2015 – GLOBE AND MAIL

View pdf of article: BMO boosts dividend as it streamlines operations

MAY 25 2015 – INVESTMENT EXECUTIVE

View pdf of article: A closer look at the new RIF rules

MAY 22 2015 – FINANCIAL POST

View pdf of article: Do you have to pay taxes on the sale of a cottage?

MAY 20 2015 – MONEYSENSE

View pdf of article: Estate planning tips for U.S. vacation homes

APR 23 2015 – FINANCIAL POST

View pdf of article: Bump-up for TFSA in 2015 doesn’t have to wait for the budget to be passed

APR 21 2015 – FINANCIAL POST

View pdf of article: Nine tips to help your heirs deal with your eventual death

APR 20 2015 – FORBES

View pdf of article: 5 Vital Questions To Ask Before Retirement

Mar 17 2015 – Globe and Mail

View pdf of article: Five (easy) ways to prepare for rising interest rates

Feb 11 2015 – Financial Post

View pdf of article: Why Canadian snowbirds face more US scrutiny this year

Feb 4 2015 – Financial Post

View pdf of article: A longer retirement requires a better plan

Feb 26 2015 – Globe and Mail

View pdf of article: CIBC Keeps Sights on U.S. Opportunities, boosts dividend again

Feb 26 2015 – Globe and Mail

View pdf of article: TD Earnings inch higher to $2.06-billion, but CEO expecting tough 2015

Feb 6 2015 – Globe and Mail

View pdf of article: The Right Way to Withdraw RESP Funds

Feb 4 2015 – Globe and Mail

View pdf of article: What Three Portfolio Managers are Doing Right Now With Their Dividend Investments

Jan 13 2015 – Globe and Mail

View pdf of article: Four Canadian Dividend Stocks Poised to Raise Their Payouts

Dec 9 2014 – Globe and Mail

View pdf of article: Don Coxe: Don’t join the crowd betting against Canadian equities

Nov 14 2014 – Globe and Mail

View pdf of article: BMO’s Doug Porter: Ten Reasons to Cheer Canada’s Economy

Nov 12 2014 – Globe and Mail

View pdf of article: How the financial industry profits from bafflegab (at their clients’ expense)

Nov 4 2014 – Globe and Mail

View pdf of article: Five Reasons to Stick with 3M for the Long Run

Oct 29 2014 – Globe and Mail

View pdf of article: Tories Set to Announce Income Splitting Tax Break

Oct 28 2014 – Barron’s

View pdf of article: The Timeless Allure of Stock-Market Timers

Oct 16 2014 – Reuters

View pdf of article: Data show US economic pulse still strong

Oct 14 2014 – Financial Post

View pdf of article: Worried about equity exposure here’s why you shouldn’t be

Oct 14 2014 – Globe and Mail

View pdf of article: Why I’m in Johnson & Johnson for the long run

Oct 7 2014 – Financial Post

View pdf of article: 3 Ways Boomers Can Lower Investing Risk

Sep 26 2014 – Globe and Mail

View pdf of article: David Rosenberg A tremendous buying opportunity is emerging

Aug 27 2014 – Globe and Mail

View pdf of article: McDonalds May Yet Regain Its Sizzle

Aug 22 2014 – Globe and Mail

View pdf of article: RBC Hikes Dividend As Quarterly Profit Climbs

Aug 16 2014 – Globe and Mail

View pdf of article: Uncovering The Wealth Creators

Aug 5 2014 – Globe and Mail

View pdf of article: What, Me Worry Market Corrections Are A Good Thing

Jul 4 2014 – Globe and Mail

View pdf of article: The Nitty Gritty, How to Discuss Fees With Your Advisor

May 9 2014 – Globe and Mail

View pdf of article: How To Know When Your Adviser Is Behaving Badly

Mar 12 2014 – Globe and Mail

View pdf of article: The Fatal Allure of Groupthink

Aug 30 2012 – Globe and Mail

View pdf of article: Banks Dole Out Dividends Bonanza

Aug 28 2012 – Globe and Mail

View pdf of article: As Long-term Investments, The Big 5 Banks Are Hard To Beat

Jun 12 2012 – Globe and Mail

View pdf of article: Five Reasons Why Dividend Stocks Are Here To Stay

Apr 29 2012 – Toronto Star

View pdf of article: As Rates Rise Avoid More Utility Stocks

Jan 10 2012 – Globe and Mail

View pdf of article: How To Soothe A Nervous Portfolio

Oct 4 2011 – Globe and Mail

View pdf of article: Four Dividend Picks For A Nervous Market

Aug 9 2011 – Globe and Mail

View pdf of article: Rising Dividends Point To Opportunity

Feb 27 2011 – Globe and Mail

View pdf of article: Markets Rising Energy Prices Coming At The Wrong Time

Jan 27 2011 – Globe and Mail

View pdf of article: Warren Buffett: Will He Or Won’t He Pay A Dividend

Jan 25 2011 – Barron’s

View pdf of article: The Hunt For The Incredible Expanding Dividend

Jan 8 2011 – Winnipeg Free Press

View pdf of article: Time To Invest? Could Be

Feb 26 2010 – Globe and Mail

View pdf of article: A watchful eye on emerging fortunes

Sep 9 2009 – Globe and Mail

View pdf of article: Fund Fees – The Charges That Keep On Taking

Feb 16 2009 – Newsweek

View pdf of article: Worthwhile Canadian Initiative

Oct 16 2008 – NY Times

View pdf of article: Buy American. I Am.

Oct 9 2008 – Reuters

View pdf of article: Canada Rated World’s Soundest Bank System