Actively Managing Investment Risk Lynn MacNeil September 16, 2015 5744 This month we have a look at Asset Allocation – and how to make it work for you If you have been investing for a while, you’ve probably heard the term asset allocation. It’s considered to be one of the most im...
TFSA Limit Increased to $10,000 – Does anyone really care? Lynn MacNeil July 31, 2015 6246 Managing Your Money For 2015, the government almost doubled the TFSA contribution limit. This is great news for the small percentage of people who are actually maximizing their TFSA, but somewhat meaningless f...
Gifting to young couples: Diamonds may be forever, but love may not be Lynn MacNeil July 5, 2015 6082 As we head into the busy season of house buying, weddings, and new beginnings, many parents and grandparents may be considering giving large financial gifts to young couples in love. These generous gifts are of...
Inheritance: The Double Edged Sword Lynn MacNeil June 6, 2015 6262 There is an enormous amount of wealth that will be passed down to the next generations over the coming two decades. Current estimates put it over a trillion dollars! This massive amount of wealth brings with it...
I hope it never happens to you…but what if it does? Lynn MacNeil April 3, 2015 6381 As a financial planner I've been noticing a big gap in the often overlooked area of Living Benefits. Most people think about their RRSPs, their mortgages, even life insurance. But too many people are forgetting...
New Year – New Resolutions: Avoid Money Stress Whatever Your Age Lynn MacNeil January 28, 2015 6593 Managing Your Money The six age groups of financial planning With the New Year there often comes new resolutions. If spending less time worrying about money is on your list, then here are some tips that w...
Christmas cash for kids & grandkids – yes or no? Lynn MacNeil December 24, 2014 6361 Giving your kids or grandkids the gift of cash at Christmas is a good thing, isn’t it? Well, yes and no. Yes, financial gifts are always appreciated. But no, because cash is the gift that doesn’t keep on giving...
The History and Myths of Retirement Lynn MacNeil November 19, 2014 5299 Call now, to receive your free copy of our: Retirement Readiness Quiz – How ready to retire are you? CALL: 514-693-3317 (24 hrs) **Limited Quantities What is retirement? The word retirement con...
Avoid getting a TFSA tax hit Lynn MacNeil October 28, 2014 5157 Since their introduction by the federal government in 2009, Tax-Free Savings Accounts (TFSAs) have become a favorite savings option for many Canadians – and with good reason: TFSAs provide tax-free savings grow...
You can, but maybe you shouldn’t Lynn MacNeil September 1, 2014 5090 “Easy” and “simple” decisions don’t always add up to the right financial/estate planning answers. Here are a few “because I can” decisions to consider just a bit more carefully. I will add an adult child as ...
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