Entries by Terry Greenard

Plan your charitable donations

Many of us are fortunate enough to be in a position to give back to society. Many individuals choose to demonstrate their philanthropic support through monetary contributions while others choose to dedicate their time by serving on boards, volunteering and other charitable actions. With thousands of registered charities in Canada, there are many options available […]

Methodology for registered account withdrawals

At the end of each year, we ask our clients to provide an estimate of their income. The income sources we want to approximate are those that we may not be aware of, such as Part-time work, full-time work, Registered Pension Plan payments, Canada Pension Plan, Old Age Security, and any other sources of income […]

Holding your child’s hand when they purchase their first home

Financial success often involves making good decisions and avoiding big mistakes. Parents who spend the time to teach their children the basics of finances will help start them off on a more informed path. One of the first big decisions your adult child may make is with regards to the purchase of a home. They […]