Our next Money Monday will be on December 7th from 10 to 11:00 EST, via webinar. On the 7th, we will have a speed-dating style...

On December 1st, new rules are coming into effect regarding the calculation of pension commuted values.

This week we delve into the OAS Claw-back regime. It’s a confusing process that we hope an example will help explain. Obviously, many...

Here's a real-life case that we think you’ll find interesting. A client had purchased a segregated fund with $100,000 and 100% death...

Here is a situation to consider, a charitable 83-year-old lady wishes to give $500,000 to her favorite charity. If this lady is healthy,...

Remember the financial crisis of 2007-2008? Of course, we all do. Built on the assumption that property values can never go down, people...