Ways & Means Blog

We analyze the latest proposed federal budget measures, and the effect they may have on you.

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

Platform promises and the potential impacts on Canadians’ tax bills

Canadian households accumulated the highest amount of excess savings among G7 countries during the pandemic.

Every day on social media I see a warning about a scam going around and it sure seems like the scammers get better and more creative every year. Some of the common scams are: Identity Theft Romance Scams Phishing and smishing (phishing by text) Tax scams...

Long before IPads and portable DVD players, my parents would often drive my younger siblings and me to Val-Comeau, New Brunswick to visit family. What did I do for entertainment on these 16 hour road trips? Math flash cards! A few years later? Full blown...

This four-part video education series highlights information that can help you protect your estate today and for the future.

Well, well, well….I looked back to the beginning of the year and I see that one of my first blog posts was, whaddya know, a checklist for your New Year’s Financial Resolutions. So here we are at the end of 2019 already (!) and I thought I’d round things...

I wanted to elaborate on my most recent blog The Golden Rule…of Investing We said it last time: “Don’t put all your eggs in one basket” a.k.a. diversify. What’s even better than diversifying? Diversifying with purpose better known as “Asset Allocation”...