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    Investing

    2026 TFSA Contribution Room InvestingRetirement Planning

    2026 TFSA Contribution Room

    Tax-Free Savings Accounts (TFSA) are a flexible vehicle for accumulating savings on a tax-free basis. Contributions…
    David Mason
    David MasonOctober 2, 2025
    Make Holistic Planning Your Goal When Looking to Your Financial Future Estate PlanningIncorporated ProfessionalsInvestingLife InsuranceRetirement Planning

    Make Holistic Planning Your Goal When Looking to Your Financial Future

    In life, it’s oftentimes important to look at the whole picture rather than just the one…
    The Link Between
    The Link BetweenOctober 4, 2023
    The Value of Taking Risks InvestingRetirement Planning

    The Value of Taking Risks

    It may seem like an easy decision to invest in guaranteed return investments when rates are…
    The Link Between
    The Link BetweenAugust 2, 2023
    What is Sequence of Returns Risk? InvestingRetirement Planning

    What is Sequence of Returns Risk?

    Oftentimes, investors are instructed to own a well diversified portfolio in accordance with their risk tolerance…
    The Link Between
    The Link BetweenMarch 16, 2022
    Investing $1 Million InvestingRetirement Planning

    Investing $1 Million

    If you’ve been a diligent saver, sold a business or inherited some money, then you may…
    David Mason
    David MasonMarch 11, 2022
    The Common Sense Path to Long-Term Wealth InvestingRetirement Planning

    The Common Sense Path to Long-Term Wealth

    Below are 12 common sense principles that we’ve adopted from one of our long-time trusted partners,…
    David Mason
    David MasonNovember 1, 2021
    Beneficiary Designations and the Importance of Transparency Estate PlanningInvesting

    Beneficiary Designations and the Importance of Transparency

    In our recent article Beneficiary Designations – Making Sure Your Money Goes Where You Want, we discussed…
    The Link Between
    The Link BetweenOctober 27, 2021
    Donor Advised Funds Estate PlanningInvestingPhilanthropy

    Donor Advised Funds

    In our view, success in business and in life can be measured by the ability to…
    David Mason
    David MasonMarch 22, 2019
    Distribution Confusion Investing

    Distribution Confusion

    Have you ever noticed your portfolio's value drop on a day when the markets are seemingly…
    David Mason
    David MasonDecember 24, 2018
    Contributory Professional Retirement Savings Plan (CPRSP) Incorporated ProfessionalsInvestingRetirement Planning

    Contributory Professional Retirement Savings Plan (CPRSP)

    Physicians understand the need to save for retirement.  With patient demand for family doctors outpacing the…
    David Mason
    David MasonJune 8, 2018
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