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By: Mark Shimkovitz
By: Mark Shimkovitz and Greg Jizmejian
By: Mark Shimkovitz with Janet Mason, VP, Sr. Trusts and Estates Counsel at Raymond James
A Power of Attorney is a legal document in which you give someone you trust....
We’re now a month into 2020 and if you’ve set some intentions – whether to exercise more, eat healthier, travel or save money
When the calendar page turns to November, it seems the holiday season begins.
By: Robin Shimkovitz
I was never good with numbers. I need a calculator for simple arithmetic.
If you’ve listened to my podcast you may remember that my wife Robin and I have three kids.
Countless studies have shown that the number one stressor in marriage is money...
Chances are you have heard of Warren Buffett. You probably know that he's the founder of Berkshire ...
According to Statistics Canada, almost seven million people were issued tax refunds for 2018 in the period to April 1.
On average, Canadians are indebted at 170 per cent of their disposable income—meaning that for every ...
Tax-free, tax-deferred, tax-sheltered, group plans, RRSP, TFSA, RESP, RRIF and the list goes on.
Having a budget is one of the most effective strategies you can put in place to build your wealth.
With parties, gift buying, baking and holiday prep, December seems to come and go in the blink of an eye.
The disability tax certificate (DTC) is a non-refundable tax credit that helps people with disabilities and the people ...
As the end of the year approaches, many Canadians will think about making donations to charity in order to get the tax ...
We often hear, "it's not what you make, it's what you keep". And part of maximizing your long-term returns ...
If given the choice to do a budget or have dental work done, many people would be on their way to the way to the dentist’s chair faster than you can say novocaine.
We live in the 24 hour news cycle. Bored with what you're watching? No worries, there's 499 more channels vying for ...
Before my wife and I renovated our home, we were warned it could be the cause of some major marital tension.
From graduating university and starting a career; getting married, having children and making a job move; to buying ...
My financial services practice focuses on helping clients navigate life transitions while planning for their future ...
I believe the biggest mistake people make in financial planning is starting by asking 'what'? What investments should I ...
