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Our educational resources have been created to give our clients information about a wide variety of topics.  Please see below for our featured articles or select a topic in the sidebar for more detailed information. 

Income Splitting and Free Vacations

Income Splitting and Free Vacations The Financialist • Issue 107 • October 2010 BY ALAIN QUENNEC BComm CFP FMA CIM Under the Canadian system of progressive taxation, the tax we pay on our last dollar of income is greater than t...
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Book Value

Book Value The Financialist • Issue 105 • April 2010 BY BRYSON MILLEY BA CFP It is commonly assumed that the book value on an investment statement is the amount of money that one has deposited into their account or investment, ...
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Retirement Income: Sorting the Pieces of the Puzzle

Retirement Income: Sorting the Pieces of the Puzzle The Financialist • Issue 105 • April 2010 BY ANNE HAMMOND BA CIM CFP  “Retirement” is a word that evokes many different emotions – anticipation of relaxation time, conce...
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How Can an RRSP Help at this Stage of your Life?

How Can an RRSP Help at this Stage of your Life? The Financialist • Issue 104 • January 2010 BY VERA VLAOVICH BA CFP CDS RRSP season is here again. For most of us, RRSPs may be an ideal retirement savings tool. Most individuals...
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Registered Disability Savings Plan (RDSPs)

Registered Disability Savings Plan (RDSPs) The Financialist • Issue 103 • October 2009 BY WALKER MOONEY BA CIM One of the most useful information sources for RDSPs is available at www.rdsp.com. This is part of the website of th...
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