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Financial Planning / Investing

We have many topics related to financial planning.  With these articles we hope you can improve your financial literacy.

If you want to be retired at 50, read this! - retired or financially independent, that is!

Free in 30! - Financial Freedom  - a plan to help you go from having nothing to being financially independent in 30 years or less.

Get out of debt! - this is the most important advice we can give!

Save Money  - If you spend as much as you earn, you will not increase your wealth.

Investing

Stocks & Bonds - Buying investments in a registered or non-registered account, tax treatment of different types of investments, and many other topics.

Real Estate - Buying a home, purchase/sale of rental property, principal residence exemption, home buyers and homeowners rebates and tax credits, etc.

Government-Assisted Savings Plans

Tax-Free First Home Savings Accounts (FHSAs) - new for 2023

Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs)

Registered Disability Savings Plans (RDSPs)

Registered Education Savings Plans (RESPs)

Tax-Free Savings Accounts (TFSAs)

Other Topics

Company Pensions - includes information on unlocking locked-in pension plans.

Seniors - including CPP/OAS information

Persons with Disabilities

Government Benefits, Programs and Services

Wills and Estate Planning

Tax Tip:  Nobody plans to fail - they just fail to plan!

Revised: September 27, 2025