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Federal Budget Canada, 2017; what’s not changing

Investments, Personal Finance

Each year brings us lots of speculation about what the Federal Government is planning to do that will give us something or take something away. The past few months have been no exception. Here are six items that aren’t on the list of things being taken away, taxed more or changed. We won’t see major changes to the Income Tax Act (Canada) in the following areas, at least for the time being:

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Life & Money Matters: Retirement Realities for Boomers

Investments, Personal Finance

Does your retirement reality fit your own vision and experiences? In this video, Peter demystifies the commonly held perceptions about retirement among boomers and younger generations.

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The Quality Factor

Investment Views, Investments

2016 was a breakout year for Canadian equities. After trailing the US stock market in the preceding five calendar years, the S&P/TSX Composite bounced back in 2016 with a gain of 21.1%, compared to a gain of 8.6% for the S&P 500 (including currency effects) - great news for your Canadian equity investments.

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Life & Money Matters: Pay Yourself First

Investments, Personal Finance

The power of saving early and steadily for the long term can make a great impact on your retirement lifestyle. In this installment of Life & Money Matters Peter shares some thoughts on the benefits of paying yourself first.

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The Stages of Life Insurance Part III

Helpful Tips, Insurance

For many Canadians in their 50’s or older, their term life insurance policies may have come to an end. Would you know what to do next? As you get older, it’s important to re-evaluate your life insurance needs. How many years do you want to earn income before you retire? Or if you die, do you want to leave a financial cushion for your spouse, or contribute to your children or grandchildren’s education?

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Life & Money Matters: Four Retirement Questions for Retirees

Investments, Personal Finance

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected.

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Life & Money Matters: Top Retirement Planning Concerns

Investments, Personal Finance

Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors.

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The Stages of Life Insurance Part II

Helpful Tips, Insurance

Young or old, planning for the future with life insurance is too often forgotten or placed on the back burner. You should think about life insurance when you have financial obligations, responsibilities and priorities. Could your family cover the mortgage payments and household maintenance costs if you died too soon? Would there be enough money for your children’s daycare, tuition for college or university?

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