Our Programs Comments0

A process for Financial Progress The KAIZEN Financial Planning Process™ is an evolutionary approach to comprehensive financial planning. Starting with the name “KAIZEN”, which is a Japanese word for constant and never ending improvement, you get a first glimpse at …
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Focus on financial freedom, not financial wealth. Comments0

Focus on financial freedom, not financial worth. At the time I write this, there are advertising agencies and marketing departments of the investment companies poised and ready to release this years marketing message to you. The marketing message usually has …
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Canada Pension Plan New Rules Comments0

Have you been wondering how the new Canada Pension Plan rules are going to effect you? Well, today I had an interesting conversation with a journalist from The Toronto Star newspaper on this exact topic. So, I decided to put …
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City of Toronto Mayor, Rob Ford is proposing a once in a lifetime package offer for city of Toronto employees… Comments0

If you are a city of Toronto employee, you will be very interested in this post. Because it could be a financial windfall for you. The story goes like this: Toronto City Hall is offering a buyout package to all …
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A once in a lifetime package offer for city of Toronto employees Comments0

If you are a city of Toronto employee, you will be very interested in this post. Because it could be a financial windfall for you. The story goes like this: Toronto City Hall is offering a buyout package to all …
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Value of Financial Planning Comments0

“Individuals with Financial Plans Feel Better Prepared to Deal with Difficult Economic Times; Feel More Apt to Achieve Life Goals” – commissioned study called Value of Financial Planning The Financial Planning Standards Council of Canada commissioned a study to …
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Keeping Your Cottage In The Family – Mistakes To Avoid Comments0

Swimming, canoeing or just chilling on the dock — your kids have grown up spending their summers at the cottage. It’s only natural that you’d want to leave the cottage to your kids when you die. After all, many people …
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Beyond the Lost Decade Comments0

As we said goodbye to 2009, there was a lot to celebrate — we closed out a year of spectacular gains on world stock markets. But while 2009 was a great year, it also marked the end of one of …
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