This is a story about a couple that wanted to make better use of their hard earned money by leaving a significant legacy to the Alzheimers Society. They came to us for advice on how to execute their charitable contribution strategy, so we devised a plan. Let’s call them Joe and Susan. As the retirement [...]

The following is a story about creating unbelievable value with charitable contributions by simply structuring it efficiently. In our case study below we demonstrate how the charity of your choice can receive $1 million donation that will only cost the donors a fraction of this. We have changed names, but detail a real life example [...]

In these volatile economic times, you might be worried about building your retirement income through investments. In this video, I talk about why worse market conditions are not necessarily a worse investment and how you can build your retirement income through investing:

As our life-expectancy increases, North Americans are spending more time in retirement than ever before.  An essential part of financial planning is to recognize how many years you will spend in retirement. In 1921, the average life expectancy at birth for a Canadian male was 58.8 years. At that time the Ford Motor Co. had a [...]

While most retirement advice is targeted towards those that are 40+ already, there is a growing need to provide tips to the younger generation as well. If you are 30 years old, and wondering whom you can count on for retirement, read on. You can’t count on the government because they won’t have any pension [...]