Where's the Money?
Posted on: March 07, 2022When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were therefore subjec
RRSPs, Taxes and Profitable Investing
Posted on: February 07, 2022The RRSP deadline for 2021 deposits is fast approaching on March 1st.
Being Thrifty Can Be Fun
Posted on: February 07, 2022A year ago, Faye and David decided to get smart around saving money.
It won't happen to me. Yeah, right.
Posted on: February 07, 2022Ross and Janis lived a typical Canadian life. They were married, had two children, Melissa and Kyl
Steve Smith
I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.
I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.
Passing it on to Your Heirs
Posted on: January 13, 2022Ralph and Mary have accumulated a nice estate, a good portion of it in cash.
Time: Your Most Important Planning Tool
Posted on: January 10, 2022Time is one of those daily realities that we usually take for granted.
The 50-30-20 Rule
Posted on: January 10, 2022"At this point last January, I was determined to change my relationship with money forever," says Daniel.
Building Wealth in Your 50s and Beyond
Posted on: January 10, 2022If you're in your 50s, and thinking about your financial future makes you anxious, you're not alone.
Which Type of Investor Are You?
Posted on: December 13, 2021Many investors are very focused on annual returns and others worry about losing money if the economy goes into a re