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What Keeps You Up at Night?
What keeps you up at night? Many feel anxious about their finances due to unexpected expenses, health care costs and credit card debt.
Devon Ethier
Apr 28, 20171 min read


Tax Tips
If you are filing a tax return for 2016, you should know by now if you owe Canada Revenue Agency money.
Devon Ethier
Apr 26, 20172 min read


Income Tax Alternatives
Income Tax Alternatives
Devon Ethier
Apr 9, 20171 min read


Do One Thing Monthly
Do one thing monthly
Devon Ethier
Mar 19, 20172 min read


Life Insurance
Life Insurance.
Devon Ethier
Feb 5, 20171 min read


Thoughts and Advice on Retirement Planning in 2017
You may find that your retirement isn’t the carefree life of luxury you envisioned.
Devon Ethier
Jan 27, 20171 min read


Carol Plaisier's Top Tax Tips for Canadians, 2017
If you didn’t make any New Year resolutions regarding money, here are some financial tips for 2017.
Devon Ethier
Jan 6, 20171 min read


Year End Tax Advice! Tax Free Savings Accounts
Year end is already in the not so distant future. Now is the time to review your finances and do some tax planning.
Devon Ethier
Dec 19, 20161 min read


Keeping Wills Current
Keeping Wills Current
Devon Ethier
Dec 4, 20162 min read


RRSP’s, RRIF’s & TFSA’s
RRSP’s, RRIF’s & TFSA’s
Devon Ethier
Nov 27, 20162 min read


Life Insurance Tax Changes
Life Insurance Tax Changes
Devon Ethier
Oct 19, 20161 min read


Are Insured Annuities Right for Oceanside Residents?
The annuity provides a guaranteed lifetime income stream.
Devon Ethier
Oct 5, 20161 min read


Tax Free Savings Accounts
Tax Free Savings Accounts
Devon Ethier
Aug 31, 20162 min read


The Importance of Naming Beneficiaries
Naming beneficiaries for assets when possible can be very beneficial.
Devon Ethier
Mar 31, 20161 min read


Don’t treat portfolio moves like you would a coin toss
Have you heard the saying ‘Sell in May and go away’? What does it mean and is it a portfolio rule you should follow?
Devon Ethier
Jun 10, 20141 min read


Managing health care costs amid the surprises
If there is life insurance, the spouse may be able to maintain their current lifestyle
Devon Ethier
Oct 1, 20132 min read


Mortgage restrictions come into play in October
The days of 40 year amortization and zero down-payment have been eliminated.
Devon Ethier
Sep 11, 20122 min read


Qualifying for the disability fuel tax refund program
There are many programs available for people with disabilities
Devon Ethier
Aug 14, 20122 min read


Tax-efficient investing is the way to go now
There are lots of ways to invest, but this one cold be a good option
Devon Ethier
Jul 12, 20122 min read


What is Tax Efficient Investing?
Many of you have heard of tax efficient investing, but what does it really mean for you and your portfolio?
Devon Ethier
Jun 27, 20122 min read
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