Donate Life Insurance to Charity to Maximize Tax Savings and Philanthropic Impact – July 2018
Should you invest in small bits or big chunks? – June 2018
Six key guidelines for RRIF investors – Feb 2018
Are you a strategic or a sporadic philanthropist? – Feb 2018
How to set goals to overcome your financial blind spots – Nov 2017
Creating a lasting legacy with tax smart giving – Oct 2017
Tax and estate planning benefits of family trusts for business owners – Oct 2017
Kids in a Candy Store – Oct 2017
Six tax havens that draw Canada’s wealthy – June 2017
Clients are moving to bolder investment strategies for their RRSPs – Feb 2017
Managing debt in retirement – Nov 2016
Donating art to Charity: What are the tax incentives? – Oct 2015
Save a lot? Well done. Now here for the bad news – March 2015
Are you a savor or investor? – February 2015
Majority of younger Canadians say they owe parents a comfortable retirement – January 2015
What to look for when renegotiating a mortgage – December 2014
Less regulation tops advisor wish list for 2015 – December 2014
Powering Ahead: The next wave of seniors vow to live long — and prosper – November 2014
Finding your financial planner – October 2014
Sirius XM Satellite Radio Interview – What you need to know about Philanthropy – October 2014
Time to declutter your investment closet – October 2014
Reinventing the Client Relationship Model – October 2014
Top 5 Things That Can Derail Your Retirement – September 2014
Do you need a financial therapist? – August 2014
50 Women of Influence in Canada’s Life Insurance Industry – August 2014
What every woman needs to know about planning for retirement – July 4, 2014
Use Multiple Wills to Lower Probate Taxes – June 2014
Unwind an Over-Concentrated Portfolio – April 2014
Is a charity card worth having? April, 2014
How to avoid my insurance mistakes – Feb 2014
Top 5 reasons why Millennials need a will – Jan 2014
Forum Magazine June Edition – A Life of Purpose, June 2013
7 tips on getting a credit card after bankruptcy – Advisor.ca, March 2013
Use of Social Media by Financial Advisors – Yahoo Finance, March 2013
RRSP Crammers Can Seek Temporary Solutions – DOWJONES – Febuary 24, 2013
Good Debt Bad Debt. Which do you hold? Globe & Mail, Febuary 4, 2013
Aim to live to 100? Make certain your income keeps rolling in – Globe & Mail, January 2013
How much will you need for retirement? – Yahoo Finance, November 2012
TFSA Increase – Globe & Mail, November 2012
Costly Myths about Financial Planning – Creditcards.ca, November 2012
US Dividend Tax Hikes, DOWJONES – November, 2012
Only 54% of Canaidnas have emergency funds, Globe & Mail, September 2012
Canadian Business Journal – The Future of Real Estate Market in Canada – October, 2012
Business Immigrants Face Unique Challenges – Advisor.ca, August 2, 2012
Shielding Real Estate from Rate Hikes – Wall Street Journal, July 19, 2012
Low-Income Seniors, Low-Income Tax Stock – Toronto Star, July 16, 2012
Deflation: Living in a World of Falling Prices – Toronto Star, July 5, 2012
Succession Planning for Business Owners – Toronto Star, July 5, 2012
Advisers Deal with Social Media Realities – Dow Jones Newswire, June 12, 2012
Words from the Wise – Investment Executive, June 1, 2012
Wealth Preservation Tops List of HNW Concerns, May 25, 2012
Switching Carriers: What to Consider – May 24, 2012
Mutual Funds Have Their Place in a Portfolio – The Globe and Mail, March 9, 2012
Handle long-distance communication challenges – Advisor.ca , Feb 2012
How the Pros Do it – The Globe and Mail, February 21, 2012
The New Working Retirement – Financial Post, February 18, 2012
Scared Straight? More Young People Contributing to RRSPs – Yahoo Finance, January 19, 2012
Boomer Workers Start Canada Pension Plan Contributions – Dow Jones Newswires, January 16, 2012
Expert Q&A: Smart Money Tips for 2012 – Creditcards.ca, Dec.8, 2011
Wealth Manager: ‘Do Nothing’ Often Best Advice to Edgy Clients – Yahoo! News, Dec. 6, 2011
A Bundle of Joy Need Not Bust Your Budget – The Globe and Mail, Dec. 1, 2011
‘Sandwich Generation’ Has a Smorgasboard of Options – The Globe and Mail, Nov. 30, 2011
PRPPS: New Vehicle, Same Old Problem – Advisor.ca, Nov. 18, 2011
This Mortgage Can Make Your Reno Happen – CTV News, November, 2011
Joy of Aging Event Not Your Standard Hospital Fundraiser – The Globe and Mail, Oct. 7, 2011
How to Get Debt Under Control – Creditcards.ca, Oct. 5, 2011
Getting Personal Canada: Macquarie Rolls Out Custom Notes – Wall Street Journal, Sept. 16, 2011
Make Your Healthcare Expenses Tax-Deductible – Whatever Magazine, Summer 2011
Proposed IPP Changes Raise Concerns – The Wall Street Journal, June 7, 2011
Merits of Taking CPP Benefits Early – The Wall Street Journal, May 10, 2011
Making Sense of the New Mortgage Rules – Whatever Magazine, February 2011
Pack Mentality may put Investors at Risk – Globe and Mail, February 2011 & CTV News, February 2011
Early RRSP Withdrawals Done at Own Peril – Calgary Herald, February 2011
RRSPs Can Help Small-Business Owners – Vancouver Sun, February 2011
Entrepreneurs Need to Plan – Ottawa Citizen, February 2011
Help Out There for Small Business Owners – Calgary Herald, January 2010
Hands Off My HELOC – Globe and Mail, January 2010
People Need Sophisticated Financial Planning – Advisor’s Edge Report, November 2010
Spouses can Reduce RRIF Payouts – Investment Executive, Mid-November 2010
Canadian Woman Unhappy With Investments: Poll, The Wall Street Journal, November 15, 2010
The Culture of Canadian Money, Globe and Mail, November 15, 2010
Advice and Consent, National Post, October 8, 2010
The Price We’ll Pay To Be Rewarded, Financial Post, October 5, 2010
How Will Rising Interest Rates Affect You? Whatever Magazine, Fall, 2010
Manulife Battles Headwinds, Investment Executives, September 27, 2010
Front End Load, Advisor’s Edge, September 2010
Virtual Bankers Want Your Business, Ottawa Citizen, August 28, 2010
Virtual Bankers Want Your Business, National Post, August 27, 2010
First-Date Jitters: Setting a Prospect at Ease, Advisor.ca, August 6, 2010
Getting Personal Canada: How To Cushion The HST Blow – The Wall Street Journal, June 29, 2010
Buffett Suddenly Less Quotable – Advisor.ca, June 17, 2010
What the HST Means to You – Whatever Magazine, June 2010
Wealth Manager – Navigating the Cottage Succession Minefield – Reuters.com, May 21, 2010
Small Business Owners Have Wide-Ranging Financial Planning Needs, Insurance Journal, May 2010
Currency Remains a Dangerous Bet, Advisor.ca, April 14, 2010
Specific Riders can Serve Clients’ Special Needs, Investment Executive, March 31, 2010
@10: Shift in Demographics Coming, Advisor.ca, March 31, 2010
Newcomers Form Networks to Help One Another, Toronto Star, March 15, 2010
Families Still Spending Money on RESPs, Globe and Mail, March 5, 2010
Budget 2010: An Advisor Wish List, Advisor.ca, March 3, 2010
Practice Management Canada: More Brokers Turn to Webcasting, Feb 26, 2010
Wealth Manager-Finding a Niche can Build Up Your book, Reuters, Feb 22, 2010
Family Planning: Financially, That is, The Globe and Mail, Feb 16, 2010
New Mortgage Rules Posturing, The Liberal – Richmond Hill, Feb 18, 2010
All About RRSPs, Today’s Parent, Feb, 2010
The Individual Pension Plan (IPP) – A Jumbo RRSP, Canadian Opportunities, Winter 2009/2010
Tracking Expenses Can Reveal Inconvenient Truths, Globe and Mail, December 11, 2009
Helping Grandchildren Get Started On Saving, Investment Executive, November 17, 2009
I Love My Low-Cost, Liquid ETFs, National Post, October 17, 2009
Words of Wisdom Can Turn a Profit, National Post, October 8, 2009
Money: How to Nix the Impulse Purchase – Globe and Mail, October 5, 2009
Financial’s Got Talent! – Advisor’s Edge, October 2009
Succession Planning for Businesses – Canadian Opportunities, Fall 2009
Having a Lazy Portfolio – National Post, August 22, 2009
Caring For Our Health in Tough Economic Times – August 20, 2009
The Future is Female – Advisor’s Edge, May 2009
Tina on the Cover of the Advisor’s Edge, May 2009
Diversify to Succeed – Metro News, Feb 17th, 2009
Reverse Mortgages – The Insurance Journal, April 2009
The Downside of Low Rates – Toronto Star, April 2009
Jade Hemeon Investment Executive Interview
Avoid the Inconveniences of Bank ‘Convenience Fees’ – Brett Popplewell, Toronto Star, May 15th, 2009
Writing Off Home Office Expenses – Canadian Opportunities Magazine, April-May 2009
It’s Never Too Late to Build Up a Nest Egg – Brett Popplewell, Toronto Star, June 26th, 2009
