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It's Your Money

Effectively passing down to your next generation

Effectively passing down to your next generation

Jun 17, 2024 / 4:00 am

As we approach the largest intergenerational wealth transfer in history, many Canadians are unprepared for the complexities and responsibilities that come with...

Advising your adult children on a first home purchase

Advising your adult children on a first home purchase

Jun 10, 2024 / 4:00 am

In today's Canadian housing market, soaring property prices and rising interest rates pose significant challenges, particularly for young adults looking to...

Summer plans shouldn’t lead to a fall financial hangover

Summer plans shouldn’t lead to a fall financial hangover

Jun 3, 2024 / 4:00 am

With inflation impacting nearly every aspect of daily life, planning a summer vacation can seem daunting when money is tight. A recent Ipsos poll conducted for...

Canadians’ financial stress continues to climb according to annual index

Canadians’ financial stress continues to climb according to annual index

May 27, 2024 / 4:00 am

On May 23, FP Canada released its latest Financial Stress Survey Index, revealing significant insights into the financial well-being of Canadians. The survey...

Managing your money towards retirement

Managing your money towards retirement

May 20, 2024 / 4:00 am

When managing their overall net worth and planning towards their retirement, there are many Canadians who encounter a distinctive hurdle—a significant...

Importance of making - and sticking to - a budget

Importance of making - and sticking to - a budget

May 13, 2024 / 4:00 am

Living in Kelowna, nestled in the heart of British Columbia's picturesque Okanagan Valley, offers a blend of stunning natural beauty, endless outdoor...

How to deal with an underperforming investment in your portfolio

How to deal with an underperforming investment in your portfolio

May 6, 2024 / 4:00 am

Investing in the stock market can be a psychological journey filled with ups and downs. One inevitable aspect of investing is encountering underperforming...

Being a millionaire doesn't matter much anymore

Being a millionaire doesn't matter much anymore

Apr 29, 2024 / 4:00 am

In recent years, Canada has witnessed a staggering rise in home prices, particularly in major cities and desirable retirement areas like the Okanagan and...

Should you take CPP early or delay?

Should you take CPP early or delay?

Apr 22, 2024 / 4:00 am

The decision to delay receiving Canada Pension Plan (CPP) benefits can be a strategic one, often influenced by various factors including financial stability,...

Balance life with proper financial planning

Balance life with proper financial planning

Apr 15, 2024 / 4:00 am

In today's fast-paced world, finding the right balance between enjoying life's experiences and ensuring financial stability can be challenging. Many...

Life insurance is a vital investment in your family's security

Life insurance is a vital investment in your family's security

Apr 8, 2024 / 4:00 am

In an ideal world, everyone would have ample life insurance coverage to protect their loved ones in the event of their passing. In reality however, financial...

Online or accountant: What's best at tax time?

Online or accountant: What's best at tax time?

Apr 1, 2024 / 4:00 am

As tax season approaches, Canadians are faced with the perennial question, "should I use online tax filing software or hire a professional...

Preparing your portfolio for dropping interest rates

Preparing your portfolio for dropping interest rates

Mar 25, 2024 / 4:00 am

With the high likelihood of interest rates decreasing in the foreseeable future, Canadian investors are faced with a pivotal moment in their investment journey....

It's never too late to start saving for retirement

It's never too late to start saving for retirement

Mar 18, 2024 / 4:00 am

For those in their 40s, traditionally called “over the hill” and who haven't yet begun saving for retirement, the thought of catching up can...

Changing retirement plans in light of current fiscal climate

Changing retirement plans in light of current fiscal climate

Mar 11, 2024 / 4:00 am

As interest rates have risen dramatically, many Canadians are left wondering if they'll need to postpone their retirement dreams. The reality of higher...

Dealing with financial infidelity

Dealing with financial infidelity

Mar 4, 2024 / 4:00 am

Money matters are often considered one of the most sensitive topics in relationships. Yet, while discussions about trust, fidelity and transparency are common...

Everyone needs a financial plan

Everyone needs a financial plan

Feb 26, 2024 / 4:00 am

In a professional services world that often seems tailored for the wealthy, the notion of financial planning can sometimes feel like an exclusive privilege...

Investing in emerging markets

Investing in emerging markets

Feb 19, 2024 / 4:00 am

As Canadian investors navigate the dynamic landscape of global markets, the question of whether to include emerging markets in their portfolios looms large....

Use RRSP contribution deadline time to reassess you finanical situation

Use RRSP contribution deadline time to reassess you finanical situation

Feb 12, 2024 / 4:00 am

As the RRSP deadline looms on the horizon, the usual sense of urgency and stress tends to envelop the conversation. I have written about the advantages of RRSPs...

Pros and cons of making your will online

Pros and cons of making your will online

Feb 5, 2024 / 4:00 am

The advent of online Canadian wills has revolutionized the landscape, addressing many of the shortcomings of older DIY options. These platforms provide...

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