Getting professional wealth advice – or really any professional advice – can be frustrating. We are asked to open up our lives and disclose...

For the first four years of this blog, I wrote a series titled “Confessions of a Tax Accountant” during income tax season. Those posts woul...

Many people say their college or university years were the best time of their lives. We leave home for the first time, gain some independen...

Taxation can be slow to change, but legislatures, courts and other government bodies eventually cause the tax laws to catch up. That’s wh...

We have all heard the expression about affairs of the heart: opposites attract. However, how do these opposites operate when managing a fa...

It’s that time of year again. We have just a few weeks left until the Registered Retirement Savings Plan (RRSP) deadline, and despite its a...

Two weeks ago, I posted the  BDO estate organizer . In that post I emphasized the importance of writing your financial story and ensuring y...