Nov 22 2019 – Forbes
View pdf of article: Meeting your Financial Planner for the first time? Nine pieces of information to prepare
Nov 21 2019 – GLOBE AND MAIL
View pdf of article: Missing payments highlight need for seniors to prepare financial plans
NOV 21 2019 – GLOBE AND MAIL
View pdf of article: Health-care costs need to be top of mind during retirement planning
NOV 14 2019 – GLOBE AND MAIL
View pdf of article: Five ideas to reduce the clawbacks of OAS benefits
NOV 8 2019 – GLOBE AND MAIL
View pdf of article: Pensions 101: The importance of understanding your pension
OCT 31 2019 – GLOBE AND MAIL
View pdf of article: Year-end tax strategies that business owners need to consider
OCT 22 2019 – GLOBE AND MAIL
View pdf of article: Intergenerational wealth transfer is a family affair
OCT 22 2019 – GLOBE AND MAIL
View pdf of article: The election and your personal finances
SEPT 26 2019 – GLOBE AND MAIL
View pdf of article: Your spousal status affects your taxes – for better or worse
SEPT 16 2019 – GLOBE AND MAIL
View pdf of article: How to build a credit score that gets you a great mortgage
SEPT 10 2019 – GLOBE AND MAIL
View pdf of article: This could be the all-time most ignored piece of personal finance advice
SEPT 5 2019 – GLOBE AND MAIL
View pdf of article: A primer on the first-time home buyer credit, and some things to consider
SEPT 5 2019 – GLOBE AND MAIL
View pdf of article: A crash course in affording university and college
AUG 29 2019 – GLOBE AND MAIL
View pdf of article: Should we give up on financial literacy?
AUG 29 2019 – GLOBE AND MAIL
View pdf of article: The high cost of a post-secondary education and how students can pay for it
AUG 28 2019 – GLOBE AND MAIL
View pdf of article: Financial literacy classes welcomed in schools amid student desire for money skills
AUG 22 2019 – MONEYSENSE
View pdf of article: 6 money-saving tips for post-secondary students
AUG 15 2019 – GLOBE AND MAIL
View pdf of article: Take maximum advantage of an RESP for your children – and grandchildren
AUG 1 2019 – GLOBE AND MAIL
View pdf of article: Cross-border couples need special tax planning
AUG 1 2019 – GLOBE AND MAIL
View pdf of article: Average Canadian household spent more on taxes than living costs in 2018, report finds
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 – GLOBE AND MAIL
View pdf of article: Online password overload making your head explode? A cyberfraud expert has the answer
JUL 16 2019 – FORBES
View pdf of article: Four things we should all learn from the wealthy
JUN 30 2019 – GLOBE AND MAIL
View pdf of article: For many working parents, paying for a patchwork of summer camps is an annual financial burden
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: Recent developments provide greater certainty on disability-related financial measures
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 17 2019 – GLOBE AND MAIL
View pdf of article: Piggy bank or plastic: In a digital world, how are parents teaching children about money
MAR 16 2019 – GLOBE AND MAIL
View pdf of article: Individual Pension Plan: a retirement option for those with an entrepreneurial bent
MAR 14 2019 – GLOBE AND MAIL
View pdf of article: Retirees taking on part-time jobs to stretch retirement funds and explore new passions
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 21 2019 – FINANCIAL POST
View pdf of article: RRSP vs. TFSA: Why the tax free savings account is often the better choice for savers
FEB 15 2019 – FINANCIAL POST
View pdf of article: These are the potential tax measures federal budget watchers are speculating about this year
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 11 2019 – FINANCIAL POST
View pdf of article: What you need to know about claiming the principal residence exemption on the sale of property
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
JAN 1 2019 – FINANCIAL POST
View pdf of article: Federal tax changes coming into effect as new year begins includes a hike in CPP premiums
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
NOV 6 2018 – CBC
View pdf of article: Hidden camera reveals how bank employees mislead and upsell on pricey credit card insurance
NOV 2 2018 – FINANCIAL POST
View pdf of article: How to ensure you take advantage of all the tax benefits that come with being a landlord
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 31 2018 – FINANCIAL POST
View pdf of article: Cottage craze: Retirees are now using recreational properties as their primary residences
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 13 2018 – FINANCIAL POST
View pdf of article: Disappearing credits, principal residence sales and more things to watch for as you fill out your tax return
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?
APR 2 2018 – CTV NEWS
View pdf of article: With fewer tax breaks for child-care, what’s left for Canadian parents?
MAR 29 2018 – GLOBE AND MAIL
View pdf of article: How students can put more money in their pocket at tax time
MAR 29 2018 – FINANCIAL POST
View pdf of article: These are the rules of the road when it comes to deducting automobile expenses on your taxes
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 9 2018 – FINANCIAL POST
View pdf of article: Can I put my mortgage in my RRSP and other burning questions as the deadline looms
FEB 7 2018 – BNN
View pdf of article: 5 costly mistakes to avoid when paying down your mortgage
FEB 1 2018 – FINANCIAL POST
View pdf of article: If you die owning U.S. property or stock, beware the political football that is the U.S. estate tax
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 – FINANCIAL POST
View pdf of article: Here are your income splitting options now that the private corporation avenue is dead
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 25 2017 – FINANCIAL POST
View pdf of article: We have 750 billion reasons to have ‘the talk’ about inheritance with our children
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 21 2017 – GLOBE AND MAIL
View pdf of article: How Ottawa’s so-called fair tax proposals could mean a tax rate of 90 per cent for some businesses
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 22 2017 – FINANCIAL POST
View pdf of article: Old age security spending will soon hit all-time highs but softened by CPP increases: report
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 – FINANCIAL POST
View pdf of article: This one simple money habit makes all the difference in having a comfortable retirement
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 – FINANCIAL POST
View pdf of article: Federal budget only tweaks tax rules, but hints at more changes coming down the road
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 14 2017 – FINANCIAL POST
View pdf of article: David Rosenberg predicts a ‘tax grab budget’ that won’t bode well for the TSX or loonie
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 27 2017 – BNN
View pdf of article: Pattie’s financial tip of the day: 7 ways to prevent credit card fraud
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 10 2017 – FINANCIAL POST
View pdf of article: Small business owner dilemma: Invest in a RRSP, or do the investing through your corporation?
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 31 2017 – FINANCIAL POST
View pdf of article: Most high net worth individuals lack inheritance plan despite largest transfer of wealth coming: study
JAN 26 2017 – MONEYSENSE
View pdf of article: Unlocking the mystery of LIRAs
JAN 25 2017 – FINANCIAL POST
View pdf of article: For boomers the RRSP decision was easy, but for millennials things are a little more complicated
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 – FINANCIAL POST
View pdf of article: The TFSA cap will stay at $5500 for 2017, and we have low inflation to thank for it
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 10 2016 – FINANCIAL POST
View pdf of article: How Trump’s tax plans could benefit high net worth dual citizens and Canadians living in U.S.
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 7 2016 – FINANCIAL POST
View pdf of article: Thinking of selling your cottage? Pay close attention to the new rules on principal residence exemptions
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 – FINANCIAL POST
View pdf of article: Complex calculations: Doing the Canada Child Benefit math for different income groups
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 9 2016 – FINANCIAL POST
View pdf of article: Why your investment portfolio is like a baseball team and how knowing that can make you a better investor
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 2 2016 – FINANCIAL POST
View pdf of article: How schools and parents can start teaching kids about today’s most taboo topic – money
SEP 1 2016 – FINANCIAL POST
View pdf of article: Four out of five parents can’t estimate tuition costs, according to new CIBC poll
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 30 2016 – FINANCIAL POST
View pdf of article: Bank of Nova Scotia hikes dividend as third-quarter profit rises to $1.9 billion, credit loss provision declines
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 23 2016 – FINANCIAL POST
View pdf of article: Canadians now spend more on taxes than on food, clothing and shelter combined, study finds
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 19 2016 – FINANCIAL POST
View pdf of article: Head north snowbirds, Canada beats the U.S. as one of the best countries in the world to retire
JUL 19 2016 – FINANCIAL POST
View pdf of article: ‘Mom, I’m bored!’ Here are 15 ways to keep the kids occupied this summer without breaking the bank
JUL 15 2016 – FINANCIAL POST
View pdf of article: Why you should take inheritance into account when planning your retirement
JUL 15 2016 – FINANCIAL POST
View pdf of article: The Canada Child Benefit cheques are about to be mailed out – here’s what to do with yours
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 28 2016 – FINANCIAL POST
View pdf of article: Summertime and the living is expensive: Six warm-weather spending traps, and how to avoid falling in
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 22 2016 – GLOBE AND MAIL
View pdf of article: A new premium on retirement: Federal, provincial and territorial ministers reached an agreement to expand the Canada Pension Plan
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 14 2016 – FINANCIAL POST
View pdf of article: Planning a summer escape? 23 ways to get away as a family without breaking the bank
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 – FINANCIAL POST
View pdf of article: When it comes to full- or part-time student status, study time isn’t the same as instruction time
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 27 2016 – FINANCIAL POST
View pdf of article: ‘With convenience comes vulnerability’: What to do if you’re the victim of financial fraud, and how to protect yourself
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 18 2016 – FINANCIAL POST
View pdf of article: Jack Mintz: Want to pay more tax? That’s what the Liberals’ expanded CPP could mean
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 22 2016 – FINANCIAL POST
View pdf of article: Pretty soon, the CRA could be doing your tax return for you – but for now try ‘Auto-fill’
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 – FINANCIAL POST
View pdf of article: What we mean when we talk about the ‘tax rate’ – and how to figure out what yours is
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 8 2016 – FINANCIAL POST
View pdf of article: Do you own foreign investments? Here’s how to make sure you disclose them correctly at tax time
APR 1 2016 – FINANCIAL POST
View pdf of article: Why trust funds aren’t just for royalty or the rich and famous
MAR 30 2016 – FINANCIAL POST
View pdf of article: Canada ranked second most competitive for business among leading industrial nations
MAR 24 2016 – GLOBE AND MAIL
View pdf of article: What to consider when filing tax returns for the deceased
MAR 24 2016 – FINANCIAL POST
View pdf of article: Four lessons to help you be a good investor when it feels like the stock market world is coming to an end
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 – FINANCIAL POST
View pdf of article: Retirement is decades away for millennials – and that’s why now is the time to start saving
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
SEP 4 2015 – FINANCIAL POST
View pdf of article: U.S. citizens living in Canada have a lot of extra tax-filing hoops to jump through
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