Category Archives: Uncategorized

We are very pleased to announce that a new version of Spending Profile has been released! Version 3.1 contains numerous new features that our members have been requesting for a long time, as well as improvements in speed. Thanks for … Continue reading →

(July 2009) Given the performance of equity markets over the past year many people have decided to return to more secure investments such as a Guaranteed Investment Certificate (GIC). Even though we are currently experiencing historic lows in interest rates … Continue reading →

(June 2009) Now that you have filed your 2008 tax return, you may be wondering if you took full advantage of all your deductions and credits to minimize your income taxes. Child care receipts are accumulated throughout the year and … Continue reading →

(May 2009) Is it really different this time? These are the burning questions that most of us who have money invested in the equity markets are asking. Let’s look at the history of the Dow Jones Industrial Average (DJIA) and … Continue reading →

(April 2009) So you’ve decided that you can’t work things out and it’s time to separate. The end of marriage may be viewed as a tragic event. Separation and divorce can be a difficult process both emotionally and financially. One … Continue reading →

(March 2009) Has market volatility made you feel uneasy about your future? You’re not alone. Some people have tried to react to the situation by moving money around and converting to cash. This may not be the best course of … Continue reading →

(February 2009) Dealing with the loss of a spouse is considered one of the most difficult events in a person’s life. It is expected for the survivor to be distraught and only able to deal with urgent matters for some … Continue reading →

The thought of retirement can be frightening. For many it’s a journey into an uncharted financial territory. A recent study found that about two-thirds of Canadians who are approaching retirement are stressed about the thought outliving their money. Although this … Continue reading →

The Federal Government has given Canadians a special Christmas gift this year. Starting January 2009 all Canadian residents, age 18 and older, are eligible to open a Tax Free Savings Account (TFSA). The account allows a maximum contribution of $5,000 … Continue reading →

We have had enough market volatility during 2008 to last a lifetime. As stock markets began a swift decline investors started to make panicked decisions, switching investments, changing advisors and altering their investment objectives. They may have become their own … Continue reading →