Income Investors: Where to Now?

Published by Wain Stushnoff on Jul 06, 2016

Many income investors have been challenged by the current investing climate. Retirees were once able to rely on lower-risk investments like government bonds and guaranteed investment certificates as a... Continue reading

Long-Term Care Insurance

Published by Wain Stushnoff on May 27, 2016

Today’s retiring baby boomer generation and longer life expectancies have increased the demand for long-term care. While Canadians are very fortunate to live in a country with a publicly-funded health... Continue reading

Updating Your Estate Plan

Published by Wain Stushnoff on Apr 11, 2016

When was the last time you updated your estate plan? Important life changes such as a new life partner, birth of a child, death of a family member or even just retirement may mean that a review of your... Continue reading

Federal Budget 2016 - What You Need to Know

Published by Wain Stushnoff on Apr 05, 2016

On March 22, 2016, the first budget of Finance Minister Bill Morneau was tabled, with a focus on supporting the middle class. Based on a weaker economic outlook largely due to continued low oil prices... Continue reading

Carefully Select Who Will Administer Your Estate

Published by Wain Stushnoff on Mar 06, 2016

Do you have a will? When was it written? If you haven’t reviewed your will recently, perhaps a quick review would be in order. This review should ensure that the terms of the will continue to reflect ... Continue reading

Fixed Income In A Low Interest Rate Environment

Published by Wain Stushnoff on Feb 29, 2016

Remember the days of double-digit returns on guaranteed fixed income products? At one point, it may have been prudent to weigh your portfolio in favour of "risk-free" fixed income investments to take ... Continue reading

First Time Donor Super Credit

Published by Wain Stushnoff on Feb 22, 2016

If you haven’t claimed a donation tax credit since 2007, the First-Time Donor’s Super Credit (FDSC) may be a great reason to consider donating. The FDSC was introduced in the 2013 federal budget and is... Continue reading

Asset Allocation Is Important

Published by Wain Stushnoff on Feb 16, 2016

From an investment perspective, asset allocation deals with the way in which your securities are allocated within broad categories. It may not just be about equities or bonds. For example, some people... Continue reading

2016 Tax Changes

Published by Wain Stushnoff on Feb 08, 2016

Are you prepared for the potential tax changes that will be introduced for the 2016 tax year? The recently elected federal Liberal government has indicated noteworthy changes, some of which were confirmed... Continue reading

Do You Have an Up-To-Date Will

Published by Wain Stushnoff on Feb 02, 2016

Every few years, surveys are done by Canada’s banks or law firms that suggest that a significant number of Canadians either do not have a will in place or have not updated their will over time. As we ... Continue reading