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Welcome to our Blog
Welcome to our blog, where we aim to empower and educate readers to make sound financial decisions for their future. We understand that financial topics can be complex, which is why we strive to explain them in simple and easy-to-understand terms. Our goal is to provide valuable information that will help you take control of your financial future. If there is a specific topic you would like us to cover, please send us a message and we will make sure to address it in future posts. Thanks for visiting!
Maximizing Tax Benefits: Understanding Tax Loss Selling
As the year draws to a close, Canadian investors have an opportunity to optimize their investment portfolios through a strategic approach...
Kevin Miller
Dec 7, 20232 min read
The Importance of Estate Planning: Why You Need a Will, Health Care Directive, and POA
Planning for the future is an essential aspect of ensuring peace of mind for oneself and loved ones. However, one aspect that people...
Kevin Miller
Mar 2, 20233 min read
Crowdfunding Has It's Place, But Not In Your Insurance Planning
As much as we all hope for the best in life, it's important to prepare for the worst. This is especially true when it comes to protecting...
Kevin Miller
Mar 1, 20232 min read
Protect the Children
Life and Critical Illness (CI) insurance may not be something that comes to mind when you think about protecting your children. However,...
Kevin Miller
Feb 25, 20232 min read
The Mystery of Investment Fees in Canada: Understanding What You're Paying For
Investment fees in Canada can be a mystery to many investors. They often wonder what exactly they are paying for and whether or not they...
Kevin Miller
Feb 1, 20232 min read
Navigating Market Cycles: Understanding Bull and Bear Markets
When it comes to investing in the markets, it's important to understand the concept of market cycles or trends. These cycles are...
Kevin Miller
Jan 26, 20232 min read
Saving For, or Investing In Your Retirement: Know The Difference
Investing for retirement is a crucial step in securing a comfortable future for oneself. However, not all methods of saving for...
Kevin Miller
Jan 23, 20232 min read
Working from Home Due To the COVID-19 Pandemic? Don't Miss These Tax Deductions
The COVID-19 pandemic has forced many individuals to work from home, and with this change comes the opportunity to claim new tax...
Kevin Miller
Jan 22, 20232 min read
Navigating the Alphabet Soup of the Investment World In Canada
When it comes to saving and investing for the future, Canadians have a variety of options to choose from, including registered and...
Kevin Miller
Jan 20, 20233 min read
First Things First: Setting Your Financial Priorities Straight
Putting a solid plan together for your financial future can be pretty daunting. There's so much to consider. Where to start? Let's dig in!
Derek Penner
Jan 18, 20234 min read
The Importance of CI and Disability Insurance for Your Retirement Dreams
Critical Illness, or CI insurance, and disability insurance are two important types of insurance that provide financial protection in the...
Kevin Miller
Jan 18, 20233 min read
Understanding the Registered Disability Savings Plan (RDSP)
The Registered Disability Savings Plan (RDSP) is a savings plan offered by the Canadian government to help individuals with disabilities...
Kevin Miller
Jan 15, 20233 min read
Maximizing Your Tax Savings: The Importance of Tax Planning over a Big Tax Return
Many people focus on getting a big tax return each year, and believe that contributing as much as possible to RRSPs is the best way to...
Kevin Miller
Jan 15, 20232 min read
Dollar Cost Averaging: How to Smooth Out the Ride and Increase Your Returns
Dollar cost averaging is a strategy that is used by many investors to manage their risk when investing in stocks or other securities. The...
Kevin Miller
Jan 12, 20232 min read
Simple Average vs Annual Compounded Rate of Return: Which One Should You Trust?
When it comes to evaluating the performance of your investments, it's important to understand the difference between the different...
Kevin Miller
Jan 11, 20232 min read
Get Ahead of the Game: Understanding the First-Time Homebuyers Savings Account
For many, the dream of homeownership is a big step towards financial stability. However, saving for a down payment can be challenging,...
Kevin Miller
Jan 10, 20232 min read
Mortgage Insurance - Buyer Beware?
Your mortgage insurance may not work exactly as advertised. Let's see why...
Derek Penner
Jan 7, 20233 min read
The Rule of 72: A Simple Way for New Investors to Understand Compound Interest
If you're new to the world of investing, you may have heard the term "compound interest" thrown around, but you might not fully...
Kevin Miller
Jan 6, 20232 min read
6 Tax-Saving Strategies to Consider Beyond RRSP Contributions
As tax time approaches, it's important for Canadians to consider all the potential tax savings opportunities available to them. In...
Kevin Miller
Jan 4, 20232 min read
Life Insurance: What type is right for you?
Insurance can be confusing, with terms like term insurance, term to 100, whole life, and universal life being thrown around. As a 15-year...
Kevin Miller
Jul 10, 20222 min read
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