Five methods to improve your productivity

15 December, 2016

One way to get through your day is the pinball method. Jump into the chute early in the morning and carom from activity to activity, hoping to ring some bells and win some reward points.... Read More

A year-end tax checklist for retirement plans

28 November, 2016

Filed Under: Tax Planning

I’m not planning to retire any time soon. I love what I do, I’m too young, and Carolyn would suffer the effects of “Retired Husband Syndrome” which include, among other things, a bad skin rash and athlete’s foot.... Read More

Which Nortel Pension Option Is Best For You and Your Family?

13 October, 2016

At the invitation of our former Nortel pensioner clients, we attended two town hall meetings hosted by the NRPC (Nortel Retirees and former employees Protection Canada)... Read More

6 Obstacles to Creative Thinking and How to Overcome Them

11 October, 2016

You have amazing creative talent and skills, you just have to learn how to unlock your abilities. There are six major obstacles to creative thinking that could be preventing you from learning how to improve your problem solving skills for business su... Read More

Three Strategies That Can Derail A Near Term Retirement

18 July, 2016

Filed Under: Retirement Planning

You’re knocking on retirement’s door and desperately want to call it quits within the next few years. You’ve been working since you were 16, or even earlier if you include babysitting, a paper route, or household chores… and you’re determined to make...... Read More

Plan ahead before downsizing after retirement

15 July, 2016

Filed Under: Retirement Planning

My husband and I are empty-nesters and have decided to buy a smaller home for our retirement. What advice do you have for us?  Retiring and deciding to sell a family home are two momentous decisions.  This is a timely question - June is Seniors' Month...... Read More


29 June, 2016

Filed Under: Financial Planning

The media is certainly getting its share of advertising revenues today. I’ve read several articles on Brexit (UK referendum to leave the European Economic Union) and have selected one video and one article to share with you.  All I can say it thank goodness...... Read More

Where economic despair and xenophobia meet, you’ll find Trumpism – and Brexiters

28 June, 2016

Filed Under: Financial Planning

In November 2000, Americans stayed up all night awaiting the results of a close presidential election. As the night wore on – turning into months until a Supreme Court verdict pronounced George W. Bush the winner – the depth of our national divide emerged....... Read More

Fear: Good For Fighting Wooly Mammoths, Bad For Investment Strategy

27 June, 2016

Filed Under: Financial Planning

Fear and the uncertainty it creates is the biggest motivator for investors. Unfortunately, that misdirected motivation can cause big loses in your portfolio.  We’ve now seen the initial effects of Brexit. Instead of selling your stock, how about stepping...... Read More

As we watch the stock markets tank and surge on the Brexit news this is a good reminder.

27 June, 2016

Filed Under: Financial Planning

This is a good reminder.   ...... Read More