Winning with Money is a Defensive Game

Here is a common refrain: “If only I made 10% more, I’d be set for life”. In all my experience assisting people […]

By |April 28th, 2015|Trevor's Blog|

The history of the Millionaire, and how to become one

What does it take to get $1,000,000 in the bank? For some it seems like an unrealistic pipe dream – created by financial […]

By |April 14th, 2015|Trevor's Blog|

What’s so great about the TFSA?

Plenty! I love the TFSA for many reasons. To begin with, it stands for ‘Tax Free Savings Account’. Who couldn’t love […]

By |March 30th, 2015|Trevor's Blog|

Is a loved one of yours turning 71 this year?

If so, they have a big decision to make with their RRSP investments: cash them out, convert them to a RRIF or convert them […]

By |March 12th, 2015|Trevor's Blog|

If you’re turning 71 this year, there’s something that MUST be on your ‘to do’ list…

For every Canadian turning 71-years old a decision needs to be made by year-end about what to do with the Registered Retirement Savings Plan.  […]

By |February 23rd, 2015|Trevor's Blog|

So, gas prices are down – What are you doing with the savings?

Let’s forget for a moment the impact that crude oil trading in the $50 range will have on our national economy, federal surpluses or […]

By |February 5th, 2015|Trevor's Blog|

Saving for your Child’s Post-Secondary Education (Part 2 of 2)

When it comes to funding your children’s post-secondary education, not everyone needs to start socking away $200 a month into an RESP as soon […]

By |January 17th, 2015|Trevor's Blog|

Saving for your Child’s Post-Secondary Education (Part 1 of 2)

Gone are the days when a couple thousand dollars from a grandparent covered post-secondary tuition and a summer job could cover remaining living expenses […]

By |December 31st, 2014|Trevor's Blog|

Canada’s Household Debt Crisis

There are so many headlines regarding household debt in Canada these days. One day we’ll read that debt is at an all-time high and […]

By |December 8th, 2014|Trevor's Blog|

How much should you save for retirement?

This is an age-old question, and just about every money expert has weighed-in on it over the years.

If you don’t want to figure out […]

By |December 1st, 2014|Trevor's Blog|